Configuring Change Workflow
Go to Admin>>Problem/Change management>>Change Workflow.
Click the Configure Workflow button beside a workflow or add a workflow and then proceed with its configuration.
All stages with their statuses (added under Admin>>Problem & Change Management>>Stage and Status) will be displayed.
Automating Change Approval
For a change that is recommended by all CAB members, you can bypass approvals from the Change Manager and the Change Approver.
To do this, select Auto approve a Change Request when all CAB members recommend it.
Editing a Status
Click the Edit icon next to a status of a stage and configure the following:
- Users to notify when the change arrives at that status.
- The stage and status to which the change must shift from the current stage and status.
- Users to notify when the change shifts to the new stage and status.
Repeat the configuration for the statuses in all stages.
Sample Emergency Workflow (Here's a quick read about emergency workflow.)
Sample Standard Workflow (Here's a quick read about standard workflow.)