Order Change Management Processes and View/Print Summaries

To change the order of the approval processes and view/print approval summaries, select Administration | Project | Change Management.

Change Order of Processes

To change the order of the processes, select the Move up arrow or Move down arrow beside the process name to move that process up or down in the list.

View/Print Process Summaries

Across the top of the main frame, below the title of the page, you’ll see links labeled “Configuration / Issue Approval States”.  The page you are on initially is the Configuration page.  The linked pages are:

• Configuration—Displays the list of Change Management processes with the buttons for editing, deleting, or move the process up or down, and adding new processes and phases.
• Open All Processes/Close All Processes—Open All Processes opens all of the processes on the page to display all of the phases in those processes.  Close All Processes closes all of the processes on the page so that the phases associated with the processes are not displayed.
• Phases—This is the default page when the plus sign for the process is clicked.  The Phases page displays all of the phases for the process along with the Edit, Delete, and Move buttons.
• Edit—Click this button to edit the phase properties.
• Delete—Click this button to delete the phase
• Move—Select the up arrow to move the phase up in the list or the down arrow to move the phase down in the list within the process.
• Phase Name—The name of the phase is a link.  Clicking this link displays a summary of the process criteria.
• Summary— Displays a summary of the criteria for the current process and a summary of phase properties for every phase in the current process.  There is also a button at the bottom of the window for printing the page.
• Summary—Displays summaries of the criteria for all processes and summaries of phase properties for every phase in the processes.  There is also a button at the bottom of the window for printing the page.
• Active Approvals—Displays a list of processes and phases, and a list of Issues associated with the phases, as well as other information regarding the Issues that are in Change Management phases, as follows:
• Issue #—The Issue number is displayed.  The Issue number is also a link to the Details page of the Issue.
• Title—The title of the Issue.
• Time In Phase— The length of time that the Issue has been in the current phase in the process in days, hours, and minutes.
• Time Remaining— The amount of time before the approval/disapproval deadline is reached in days, hours, and minutes.
• Override—This drop-down field allows the Project Administrator to approve or disapprove an Issue and is not part of the regular Change Management voting process for approvals.  The field allows the Project Administrator to move an Issue through a phase if, for whatever reason, the Issue has become “stuck”.   When a Project Administrator selects either Approve or Disapprove from this drop-down, the Issue is determined to have received phase approval or disapproval and follows the configured behavior for that case.