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Work changes

Change Management 1.2.0 gives change managers and implementers a Home, one Changes list with tabs, a Scheduled calendar, a Change Tasks list, and a Configuration section.

Goal

See which changes wait on approval or clash in the schedule, find the changes that are yours, and read the change schedule by month.

Prerequisites

  • The Change Management application is installed.
  • One of the roles change_requester, change_implementer, change_approver, change_manager or change_admin. The Configuration section needs change_admin or change_manager.

Steps

1. Open Home

Select Change Management in the application rail. Home shows:

  • Needs attention: Awaiting approval, Schedule conflicts, Awaiting your approval and Assigned to you.
  • Quick actions: New change and Open my changes.
  • Analytics: the Change Management Overview’s charts, with Open full dashboard.

2. Work the Changes list

Select Changes. The list opens on All.

TabShows
My ChangesChanges you requested
Assigned to MeChanges assigned to you
Awaiting ApprovalChanges in the Pending Approval state
ConflictsChanges whose schedule conflicts with another change
AllEvery change

3. Read the schedule

Select Scheduled. The calendar shows the current month, Monday first, with today marked. Each change in the Scheduled state sits on every day from its Planned Start to its Planned End, in your own time zone. Use the arrows to move a month, Today to come back, and select a change to open it. A day with more than three changes shows how many more there are.

If a month holds more changes than the calendar loads at once, a note above the grid says how many it shows out of how many. Narrow the entry’s filter in Admin → Build → Navigation to see the rest.

4. Work the tasks

Select Change Tasks. It opens on All. My Tasks shows your tasks that are not complete or skipped; Team Tasks shows the open tasks of every group you are an active member of.

5. Open the configuration

With change_admin or change_manager, open Configuration. Setup is the Configuration hub for Change Management (see Configure an application). SLA Policies holds one row per change type and priority, with an Approval Window (hours) and an Implementation Window (hours). Since 1.2.0 they apply to every change:

  • When a change enters Pending Approval, Approval Due is set to that moment plus the matching approval window. A row with 0 hours, such as the pre-approved Standard changes, sets nothing.
  • Implementation Window Exceeded is set when the time from Planned Start to Planned End is longer than the matching implementation window, and cleared when it is not.

A change’s resolution clock still comes from your tenant’s default SLA for its priority, the same as an incident or a request.

Verification

You know it worked when:

  • The Conflicts tab count equals the Schedule conflicts card on Home.
  • A change moved to the Scheduled state appears on the calendar on its planned dates.
  • Selecting a change on the calendar opens that change.

Troubleshooting

SymptomCauseFix
The calendar is empty for a month that has changesThose changes are not in the Scheduled state, or have no Planned StartMove the change to Scheduled and set Planned Start
A change sits one day off from what you expectThe calendar reads dates in your time zoneSet your time zone under your profile’s Preferences
Approval Due stays empty after a change enters Pending ApprovalNo active SLA Policies row matches its change type and priority, or the row’s approval window is 0Add or activate the row under Configuration → SLA Policies
The old entries (All Changes, Pending Approval, My Tasks, Overview) are still in the sidebarThe tenant has not applied the 1.1.0 updateApply the update from Admin → Build → Browse Apps