Change One-Step Actions
CSM provides multiple One-Step Actions associated with Change Requests.
| One-Step™ Actions | Description/Actions | Executed From |
|---|---|---|
| Status | ||
| Alt Step from Relationship | Conditionally changes the Change status to next logical status (defined by the Change status values in Table Management) and/or initiate the next appropriate One-Step Action. | Change Form: <Status> link |
| Alt 2 Step from Relationship | ||
| Next Step from Relationship | ||
| Button Next Step | Conditionally changes the embedded form to the next logical form (based on Embedded Form) and/or initiates the next appropriate One-Step Action. | Change Form: Form buttons |
| Form | ||
| Ownership | ||
| Assign to Anyone | Prompts the user to assign the record to any CSM user (not limited by Team). Uses Owned By ID and Owned By Team fields. | Change Form: Assign To link |
| Assign Change to Owner |
Launches the Choose Team window, where a user can choose an Owned By Team for the record; then, launches the Choose User window, where a user can choose a Primary User from the already-selected Team. |
Change Form: Select Owner link |
| Assign Change to Team |
Launches the Choose Team window, where a user can choose an Owned By Team for the record. |
Change Form: Select Team link |
| Take Ownership of Change |
Makes the Current User the Primary User of the record. |
Change Form: Take Ownership link |
| Other | ||
| Create Change Review | Creates a new Review Questionnaire (Supporting Object) and creates an email containing a link to the review and record details (Description, Scheduled End Date, Actual End Date). |
Change Form: E-Mail Change Review link Change Request Actions toolbar item; Create Change Review option |
| Create New Task | Creates a new Task in the Change's Form Arrangement. | Change Form: Create New Task link |
| Nominate for Standard Change | Creates a new Normal Change Record. | Change Form: Nominate for Standard Change link |
| Rework Change Request | Changes the Change status to New so users can edit fields and then resubmit the Change for CAB Approval. | Change Form: Rework Change link |
A full list of One-Step™ Actions is beyond the scope of this document. Export a schema document from CSM Administrator (Create a Blueprint > Tools > Export Schema) to view a full list of One-Step Actions associated with a particular type of Business Object.