3.4.3 Change Request Action - Initial Review


Change Request Actions are subject to Initial Review by the Change Request Action Owner, and the Additional Reviewers.


Change Request Action Reviewers are informed of Change Request Actions requiring Initial Review by Email notification and in their My Tasks.


Initial Review of a New Change Request Action:

 

  1. The Review can be commenced by either of the following:
  2. Option 1: From My Tasks
  3. Click My Tasks
  4. Click the relevant Change Request Action Number on the My Tasks Screen (the Status shows which Tasks are Initial Review) and the Change Request Action will be opened

  5. Option 2: From Change Request Action Register Screen
  6. Click the relevant Change Request Action Number and the Change Request Action will be opened
  7. Option 3: From Change Request Screen

  8. Navigate to the bottom of the Change Request Screen to the Implementation summary table

  9. Click the relevant Change Request Action Number and the Change Request Action will be opened
  10. The Change Request Action is opened showing the workflow status at the Action Owner Review stage with the available options

  11. If after review the Change Request Action the decision is to reject then click the Reject button

  12. Enter in the Comments for rejecting the Change Request Action
  13. The Comments description can be as detailed as required and the field enables simple formatting functionality including: Bold; Italic; Underline; Justify (Left, Centre, Right, Full); Bullet Points; Numbered Lists; Indent
  14. Click OK
  15. If after review the Action the decision is to approve then click the Approve button

  16. Enter in the Comments for approving the Change Request Action
  17. The Comments description can be as detailed as required and the field enables simple formatting functionality including: Bold; Italic; Underline; Justify (Left, Centre, Right, Full); Bullet Points; Numbered Lists; Indent
  18. Click OK
  19. The Change Request Action will move to the In Progress stage and the Change Request Action Owner will be notified by emailed once all Reviewers have voted and also allocated as an In Progress task.