Managing Changes

Creating a new Change

Clicking on the New button will display a child window so a new Change can be recorded.

The Requested By property of a Change can be set to reference a User or text. If a User is selected from the drop-down any previously entered text will be removed and vice versa. Both the selected User and the text field can be cleared simultaneously by clicking the button on the same line.

Once all the required properties are set the new Change can be saved by clicking the Save button at the bottom of the child window. If any validation errors are encountered they will display at the bottom of the child window and must be rectified before the new Change can be successfully saved.

Upon successful completion of creating a new Change the child window will close, a success message will display at the bottom of the application and the newly created Change will be selected in the DataGrid.

If the Cancel button is clicked, the child window will close and nothing will be saved.

Editing a Change

Selecting a Change and clicking on the Edit button will display a child window so the Change can be edited. Alternatively the row can be double-clicked to perform the same action.

The Requested By property of a Change can be set to reference a User or text. If a User is selected from the drop-down any previously entered text will be removed and vice versa. Both the selected User and the text field can be cleared simultaneously by clicking the button on the same line.

Once all necessary changes have been made the Change can be saved by clicking the Save button at the bottom of the child window. If any validation errors are encountered they will display at the bottom of the child window and must be rectified before the Change can be successfully saved.

Upon successful completion of the editing process the child window will close and a success message will display at the bottom of the application.

If the Cancel button is clicked, the child window will close and any changes will be cancelled.

Removing a Change

Selecting the Change to remove and clicking on the Remove button will display a removal confirmation window. If Cancel is clicked the confirmation window will close and the Change will not be removed. If Yes is clicked the selected Change will be removed and a successful removal message will be displayed at the bottom of the application.

If the last Change on a page is removed the DataGrid will navigate to the previous page upon successful removal.

Allocating a Change

Project on Demand has the ability to allocate a Change to a Project Stakeholder in order for them to perform an Impact Analysis. An Impact Analysis is a detailed analysis of the time, cost and quality implications that the Change will have on the project as a whole.

When a Change has been sent out for Impact Analysis it is unable to be edited until the procedure has been completed.

Selecting a Change and clicking on the Allocate button will display a child window allowing the Change request to be Allocated to an Analyst in order to perform an Impact Analysis.

An Analyst can be selected from the drop-down that is populated by any Users that have access to the current Project.

A "Required by Date" can be selected from the calendar, this value will set the Review Date and Due Date properties of the "Internal Action" that is generated by the application for the Impact Analysis.

Once an Analyst and date have been set the Change request can be allocated by clicking the Allocate button at the bottom of the child window.

Upon successful completion of the Allocation process the child window will close, an "Internal Action" will be created for the selected Analyst and a success message will display at the bottom of the application. An email will be sent to the Analyst notifying them they have an outstanding Change Impact Analysis to complete.

If the Cancel button is clicked the child window will close and the Change will remain unchanged.

Note: The allocated Analyst can be changed after the initial allocation has been made. If a different Analyst is allocated, the "Internal Action" for the previous Analyst will be removed and a new one created for the newly selected Analyst. An email will be sent to the new Analyst notifying them they have an outstanding Change Impact Analysis to complete.