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As a change requester, approver, or implementer,
you may want to view changes for a variety of reasons. If you are the requester of a
change, you can view the change to determine its current status. As an implementer or
approver of a change, you might spend more time viewing changes. You can view changes,
change history, change status, task status, and other CCB and organization-related
information. |
The
Change History dialog box |
You use the Change History dialog box to review
edit and status changes for a specific change. To access the Change History dialog box:
Result: The Change History dialog box appears.
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Viewing
a change |
You can view a change and the all
information included with it. To view a change:
- From the Change menu, choose Find Change.
Result: The Find Change dialog box appears.
- Type search criteria in any of the boxes.
If you do not know the spelling of an entry, type the first few characters to list
matching changes or choose the Browse button to display the corresponding data manager and
select your criteria.
Note: To list all changes, leave all boxes empty. The Open Changes Only
box is selected by default.
- Choose OK.
Result: The Changes dialog box appears with
the changes that meet your search criteria.
- Select the change you want to view.
- From the Changes dialog box, choose View.
Result: The Change dialog box appears in view
mode.
- View the change information.
- Choose Close when you are finished viewing the change.
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Viewing change history |
Each time a change is modified or
its status is changed, an event is created in its history log. You can view all past
events for the change in reverse chronological order, along with a description of who
initiated the event. To view the history of a change:
- From the Change dialog box, choose the General tab.
Result: The General tab appears.
- Choose History.
Result: The Change
History dialog box appears.
- View the history information.
- Choose Close when you are finished viewing the history.
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Viewing the status of a change |
You can view the status of a change
and its tasks as you work with changes as an approver, requester, author, or
administrator. To view the status of a change:
- From the Change dialog box, choose the General tab.
Result: The General tab appears.
- View the status of the change.
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Viewing approval status and
reasons for a CCB member |
You can view the approval status of
a submitted change, including the following:
- Change control board (CCB) information
You can determine the type of approval needed (single, chairperson, all members, quorum,
majority) for the change. You can also determine the individual members of the CCB.
- Organization information
You can determine the title holder of an organization. This is helpful if approval by an
organization is delaying the progress of the change through the approval cycle and you
want to contact a title holder.
To view the approval status of and reason given by a CCB member:
- From the Change dialog box, choose the Approvals tab.
Result: The Approvals tab
appears.
- In the Approvals List, select a CCB.
- Choose View.
Result: The CCB dialog box appears.
- Under Members, select the CCB member to view.
- Choose View.
Result: The View User dialog box appears, displaying the status of the
member and the reason (if the member assigned a status to the change).
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Viewing organization information |
You can view information about an
organization. To view organization information:
- From the Change dialog box, choose the Approvals tab.
Result: The Approvals tab
appears.
- In the Approvals List, select an organization.
- Choose View.
Result: The View Organization dialog box appears.
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Viewing task status |
You can view the status of tasks
associated with a change, including:
- The percentage of the task that is complete
- Start times and dates
- End time and dates
To view the status of a task:
- From the Change dialog box, choose the Tasks tab.
Result: Under Tasks, select the task you want to view.
- Choose View.
Result: The Tasks dialog box
for the selected task appears.
- Review the information about the task.
If desired, choose Attach to view files attached to the task.
- Choose Close.
Result: The Change dialog box appears.
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