Change Workflow

Administrators can configure change workflow by deciding the stage and status the change would move to for a given status like approved or rejected or requested for information etc. and choosing the technicians to be notified when the specified change status is reached and also choosing the technicians who will be notified when the change progresses from current status to next stage.

Two workflows–SDGeneral and SDEmergency come preconfigured in the application.

Adding a new workflow

Go to Admin >> Problem/Change management >> Change Workflow.

Click the Add button and provide a name and description to your workflow.

Select one or both from the following:

Mark as Emergency: Changes with high priorities, great urgencies, or pressing deadlines are preferred to follow the course of the emergency workflow.
Set as default: Select this checkbox to default your workflow. Since the SDGeneral workflow has been preconfigured to be the default workflow, a message will ask your confirmation to change it. Click OK. Every time, you want to set a different workflow as the default one, you will repeat this process.

Click Add a workflow chart reference file and attach the relevant documents, if any.

Click Save and Configure to proceed with workflow configuration.

Alternatively, you can just save the workflow and configure it at a later point of time (use Configure Workflow button next to the saved workflow then).

Note:

You can't delete the default change workflow.
After you default a workflow, the workflows created subsequently will have their configurations copied from the default workflow. You can edit them all.

List view page

Use respective filters to view all, general, and emergency workflows.

To learn how to configure a change workflow, click here.