Including an Attachment


Overview

Tasks

Included with

Tivoli Change Management user

Overview

Including an attachment

An attachment is a file that can add detail or clarify any aspect of the change. You can attach files to a change at any time during the change process. Common attachments include:
  • Spreadsheets
  • Text documents
  • Graphic files

Tasks

Creating an attachment

You can attach a file from any of the following Change dialog box tabs:

For example, you can attach files that contain checklists for tasks associated with the change.

To attach a file:

  1. From the Change dialog box, choose the General, Impacts, Tasks, or Activity tab.
    Result: The corresponding tab appears.
  2. Choose Attach.
    Result: The Attachments dialog box for that tab appears.
  3. Do one of the following:
    If you ... then ...
    know the path for the file type it in the File Name box.
    Go to step 5.
    do not know the path for the file choose the Browse button to search for the file.
    The Select File To Attach dialog box appears.
    Go to step 4.
  1. Select the drive letter, folder, and file name of the file you want to attach.
  2. Choose OK.
    Result: The file name appears in the File name box.
  3. Next to the box that contains the file name of the attachment, select the type of attachment (change description or one of the reason types).
  4. Choose Add.
    Result: The file appears under Attachments.
  5. Choose OK.
    Result: The tab appears.

Modifying an attachment

You can change the attachment or the reason category of an attachment.

To modify an attachment:

  1. From the Change dialog box, choose the appropriate tab.
    Result: The tab appears.
  2. Choose Attach.
    Result: The Change Attachments dialog box appears.
  3. From the Change Attachments dialog box, select the attachment you want to modify.
  4. Modify the file name or select a different category from the Attach To Field list.
  5. Choose Replace.
    Result: The selected attachment file name and category type appears in the list with the modifications you made.
Viewing an attachment You can view the contents of an attachment.

To view an attachment:

  1. From the Change dialog box, choose the appropriate tab.
    Result: The tab appears.
  2. Choose Attach.
    Result: The Change Attachments dialog box appears.
  3. From the Change Attachments dialog box, select the attachment you want to view.
  4. Choose Launch.
    Result: The selected attachment opens in its associated application.

Removing an attachment

You can remove an attachment you no longer need.

To remove an attachment:

  1. From the Change dialog box, choose the appropriate tab.
    Result: The tab appears.
  2. Choose Attach.
    Result: The Change Attachments dialog box appears.
  3. From the Change Attachments dialog box, select the attachment you want to remove.
  4. Choose Remove.
    Result: The selected attachment is removed from the list.