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Change Management – Individual Change Overview

Table of Contents

Change Management – Individual Change Overview #

This article will cover everything included within the Change once it is selected from the Dashboard.

 

Left Column – Main Section #

Change Requestor, Title (subject), & Description #

Here you can modify the Requestor, Title, and Description of the Change. Simply click the image or text, and you will have the option to edit the content. Once you are finished making the changes, click ” Save.”

Change Notes & Attachments #

On the Notes tab, you or other members of the team can collaborate. The Notes tab will allow you to post comments or ask questions and allow you to share content or other forms of media with the team.

Add Note #

To add a new Note to the Change, click “Add Note.” In the “To:” field, select who you would like the Note to be seen by. You can select more than one person, or you can select to post the Note to everyone. Once you have selected who will see the Note, add the message’s content in the “Description” section. You can attach content here, including links, etc.

Change Tasks #

Here you will be able to create new tasks and see all of the tasks that have been created previously. Let’s cover each one of those.

Add New Tasks #

To add a new task, click the “Add Task” button. In the pop-up, you will be prompted to add a title, a description, a starting and ending date, who will be the assigned owner of the task, etc. Click “Create Task” to save. The new task will now appear on the Tasks list.

Note: You can drag and drop tasks in this list to reorder them to your liking. 

Edit or Delete Existing Tasks #

You can make changes to existing tasks by clicking selecting the task and then selecting the pencil icon to edit or the “X” to delete it. This is where you would mark a task as “Completed” or “In Progress” as well.

Create A Ticket #

From the Task tab, you can create a ticket, allowing you to notify another member of your team of an important Task or Subtask. To do this, click the three verticle dots to the right of the edit and delete buttons and select “Create Ticket.” Input all of the information you’d like to include in the ticket, then assign the ticket to a Department and Agent. Click “Create” once you are finished. A ticket will now be created in the SeamlessDesk system, and the assigned Agent listed in the ticket will be notified.

Add Subtasks #

Subtasks are little tasks that help complete the larger, main task. An example of a subtask could include obtaining a specific software license or piece of hardware needed to be able to complete the main tasks. Subtasks allow you to add anything that you need to complete to achieve the main objective of completing the main task.

Comments Tab #

In this tab, you and your team can collaborate and make comments specific to the task you are working on. This will allow team members to ask questions, make suggestions, provide details about what needs to be completed, etc.

Subtasks Tab #

In this tab, you will be able to view all of your subtasks. Just like the main tasks, subtasks can be edited, deleted, and rearranged.

Dependencies #

Dependencies are tasks that need to be completed before an additional task can be started. An example of a dependency could be a task to receive and set up computer hardware before any software can be installed on the new hardware. Under the Dependencies tab, you would be able to create Predecessor and Successor tasks.

Activity Tab #

Unlike the main “Activity” tab, which will show all activities for the entire project, this “Activity” tab only shows the task’s activities.

Change Assets #

These are Assets that are tied to the Change. This can include former Assets that are being replaced or new Assets that are being used in the Change.

Change Associations #

These are Tickets or Projects that are associated with this Change.

Change Activities #

This tab will show a detailed action history of everything that has happened since the Change’s start. The Activity will capture every change, edit, or modification and includes a timestamp of the activity, details about the activity, and who performed the activity. Activities cannot be edited, deleted, or modified, so you can rest assured that everything is accurately captured and included in the history. Unlike the “Activity” tab described above, which only captures the activity within a specific task, this Activity tab encompasses every single activity in the entire Change.

Change Planning Section #

In this section, you will see all of the Planning fields that you or a member of your team filled in during the creation of the Change. If you have permission, you can add to or modify any of these sections. Additionally, you can attach additional pieces of content, and that content will be displayed here so that other team members can view it.

Right Column #

Change Details #

This portion of the Change shows high-level details about the Change. You can view the following information:

  • Approval – this shows the current approval status of the Change.
  • Status – your custom status is listed here.
  • Priority – your custom priority is listed here.
  • Start Date – the start date of the Change.
  • End Date – the projected or actual end date of the Change.
  • Change ID – the Change number in your account.

Change Properties #

These are all of the properties that were selected during the creation of the Change. To learn what each of these properties means, please click here.

If you have permission to do so, you can modify these Properties by selecting a different option in the drop-down menus and by selecting “Update.”

Change Approvals #

Here you can request Change approval from the CAB Group. Select the CAB group from the drop-down menu and select the Group members that you would like to include in the approval process.

If you need any assistance or if you have any questions, please contact SeamlessDesk support at Support@seamlessdesk.com.