Defining the Change Lifecycle
Each step of the Change Enablement setup process is carried out on through the Application Setup - Change Enablement page. To get to the setup page:
- Log in as an Administrator and open the Configuration console.
- From the Settings pane, select Configure > Organizational Profile > Application Setup.
- In the Application Setup workspace, select Change Management to display the Application Setup - Change Enablement page.
Defining the Steps for the Change Lifecycle
On the Application Setup - Change Lifecycle page, you select the actions to take at each stage of your Change Enablement lifecycle. If you have advanced lifecycle requirements, you can define them later by working through the same process.
The default Change lifecycle settings are:
•Create change request (logged)
•Cancel change
•Request change
•Send change for approval
•Deny or cancel change
•Pending approval
•Defer or cancel change
•Approve change
•Deny approval
•Scheduled
•Cancel change
•Implemented
•Closed
Configuring the Change Lifecycle
1.Click Lifecycle. The application displays the Application Setup - Change Lifecycle page.
2.For each change lifecycle stage, check the Quick Action to occur.
3.To automatically send an email when the application updates the change status:
| a. | Check Send Email. |
| b. | Use the associated dropdown list to select a notification type, such as SendRequestorNotificationChangeScheduled. |
| c. | Click Preview Email to preview the message. |
4.To add another Quick Action to this lifecycle stage, do the following:
| a. | Click Add another action. |
| b. | Select a Quick Action type. You can select from the following quick actions: Baseline, Composite, Insert Child Object, Run For Child, Send Email, and Update Object. |
| c. | Select a Quick Action. The application lists the quick actions that are associated with the selected quick action type. |
| d. | Click Save. |
5.Click Next to go to the next step in the setup process.