Creating and Managing Change Proposals
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A change proposal can be created by user or user group with ‘Create’ permission in Change Request module.

To create a change proposal

  1. Open the workspace.
  2. Select single or multiple documents and click Create Change Proposal.

Change Proposal Details window is displayed.

Figure: Change Proposal Details window

The window consists of three panes: Basic Details, Custom Details,  Advanced Details and Documents.

Basic Details

In the Basic Details pane enter values for the following properties.

CHANGE PROPOSAL REFERENCE NUMBER: Enter a unique number for identifying the change proposal. The number can also be auto generated. 

CHANGE PROPOSAL CATEGORY: Select a category from a drop-down list. This will help to categorize the change proposal raised.

PROJECT ID: The Project ID of the selected documents is displayed here. The Project ID can be changed. When the Project Id is changed and if the project ID is not same as that of all documents in the CP (excluding all non-project documents) the operation is terminated, and a warning message is displayed.

STATUS: The status of the CP is displayed. By default, the status is OPEN on creation. Other possible status is Submitted, Approved and Rejected.

Custom Details

Here the assigned custom properties is displayed. If any custom properties are not assigned, the pane is not displayed.

Advanced Details

  1. REMARKS: Enter remarks or notes.
  2. Properties CREATED BY, CREATED ON, SUBMITTED BY, SUBMITTED ON, APPROVED BY, APPROVED ON, REJECTED BY and REJECTED ON are populated automatically.

Documents

In the Documents pane enter details for the following properties.

#

Property

Description

1

CHANGE REQUEST
  1. Click the browse button to select a value for this property. 

Change Request Narration window is displayed.

  1. Select a change request narration from the items listed and click OK.

Selected change request narration is displayed in the window. You can also enter a change request narration.

2

CAUSE

Select a Cause from a drop-down list.

3

REASON FOR CHANGE

Select the reason for change from a drop-down list.

4

PRIORITY

Select a priority from a drop-down list. Options available are Normal. Low and High.
  1. After entering the details click Save. 

A message Change Proposal Saved is displayed. 

  1. Click OK to continue.

Change Proposal is saved and in the documents pane two options Documents and Change Requests is displayed.

Figure: Change Request window

Here different operations related to Documents and Change Requests can be carried out.

For more information on Document and Change Request operations see Document Operations and Change Request Operations.