Numara Software Change Management

In general, change management is a process developed to ensure that standardized methods and procedures are used for handling all changes.  The goal of change management is to minimize the impact of changes on service quality.

The FootPrints Change Management add-on module enables organizations to develop their own approval process for Issues with no programming.  In FootPrints Change Management, approvers are designated for specific projects.  When an Issue meets approval criteria, the approvers are notified that an Issue awaits approval.  The approvers then give or withhold approval.  When an Issue meets approval criteria, it is moved to another stage in the process.  Note that meeting "approval criteria" may mean that the Issue is rejected rather than approved.

Project administrators can designate different approvers for different stages in the approval process.  For example, a proposal for a software change may require an approval in principle for the change from product management, then an approval for the design from the development organization, then an approval for the actual software build from software development, then a testing approval from quality assurance, and so on.  The Change Management feature allows the Project administrator to create an orderly and efficient method for getting those approvals and ensuring that nothing falls through the cracks or waits too long for review.

Note

FootPrints Change Management is an add-on module that incurs an additional cost. This add-on module is not available for the FootPrints database version. Maintenance customers can upgrade to another database version to enable this add-on module for no additional cost (other than the cost of the add-on). Approvers must have a FootPrints Agent license (fixed or concurrent).

FootPrints Change Management provides features that include the following:

• Customizable criteria for automatically setting off an approval process (including all built-in and custom fields)
• Customizable rules for meeting an approval (i.e. requiring one, a majority, or all to approve)
• Customizable actions upon approval or disapproval, including the start of another approval phase, change of status, re-assignment, etc.
• Customizable email notifications for various stages of approval
• Change Management Audit Trail
• Customizable Permissions for access to approval information
• Built-in homepage listing “My Approvals”
• Built-in Change Management reports
• Approval via email
• Optional anonymous approvals

For details on configuring Change Management, refer to Configuring Change Management.

For details on using Change Management, refer to Using Change Management.