3.4.5.1 Subscribe Users to a Change Request Action

 

  1. The Change Request Action Owner can commence 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 In Progress) 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. When the Change Request Action is to be issued to personnel then select Send for Subscriber Review (this enable people to be nominated to the review the Change Request and recommend implementation and actions)

  12. Enter any Comments required
  13. Click Add to choose the Subscribers
  14. The Add Subscribers Window is opened
  15. Select the required Persons
  16. Filtering Options can be applied to multiple columns if required.
  17. Select the required column and click the filter button
  18. Select required parameters from the filtering options available
  19. Click the Filter button
  20. Filtered results will be displayed.
  21. Once your selection have been made click Add Selected Agility Items
  22. Define the Review Date (the default is based on the Task Settings defined in the MOC Module Admin Settings) – Note the Review Date cannot be after the Target Close Out for the Change Request
  23. Define the setting for Issue Reminder
  24. Define the settings for Repeat Reminders
  25. Click OK
  26. The ChangeRequest will move to the Subscriber Review stage and the Subscribers will be allocated a Task and Emailed a notification.