Add change request form

This popup form can be accessed via the add menu in the top header area of the selected asset view page (e.g. issue, product, release, project or programme), as shown in Figure 1.

Figure 1 – Access via add menu

This popup is shown in Figure 2 and is used to add a new change request for the selected asset.

Figure 2 – Add change request form

This form has the following fields:

Asset:	This read-only field shows which release, product, issue, project or programme you are adding the change request to. The name of this field will vary depending on the parent asset type.
Reference*:	Use this field to enter a unique reference for your change request. If you enter a prefix and end it with one or more zeros, e.g. CR_00, then you can click on the “Find next reference” button to search for the next available reference number with the same prefix and number of digits.
Title*:	This mandatory field is used to specify a title for the change request.
Category:	This drop-down list can be used to select a category for your change request.
(New category):	This field can be used to add a new category, it will only be available if you have selected the “Add a new category” option of the drop-list provided in the Category field above.
Description:	You can add a short description of your change request here.
Implications:	Use this field to list any implications or advantages gained by implementing this change.
Required by:	Enter the date this change is required by using one of the supported date formats or through the use of calendar control.
Priority:	Enter a priority for your change request here. This priority can be used when sorting change requests in lists.
Origin:	Use this field to capture the origin of the change, for example a customer contact. Your name is put in by default.
Start date:	Enter the start date of this change request by using one of the supported date formats or through the use of calendar control.
End date:	Enter the end date of this change request by using one of the supported date formats or through the use of calendar control.
Owner:	Use this drop-down list to select an owner for this change request from the drop-down list of users. This change request will then appear in the “My stuff” view of the owner.
Workflow:	Use this drop-down list to select the applicable workflow for this change request. You can define your own workflows if you do not want to use the system default workflow.

^*The title and reference fields are mandatory, but all others are optional. Once you are happy with your entries click the “Add change request” button at the bottom of the form. This will add the new change request with the details that you supplied.   The new change request can be viewed in a number of locations, including the Change requests tab at the parent asset’s view page, as shown in Figure 4. Alternatively you can view the new change request from the parent asset’s dashboard in the Open Change Requests dashlet, as shown in Figure 5.

 Figure 4 – View from change requests tab

Figure 9 – View from Open Change Requests dashlet

Click the “Cancel” button if you no longer want to add a new change request.