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In this example, I created a Normal change which requires approval at the review phase. You can see Garry's ID listed in the approval section in the lower right section of the screen. Garry will receive an email requesting approval for this change. Once he approves the record, I will receive a notification and can then proceed with the next phase of the record, which is plan and schedule. After refreshing the record, you can see that the request is currently in the review and authorize phase. Note that BMC is aware of this refresh bug and we are hoping to have a hotfix to resolve it soon.
Cancelling a Request
If you've created a change request and realize that it really needs to be cancelled, then you can do so. If you've just created a new request and haven't saved it or clicked next-stage yet, you can cancel it by just exiting or just closing that page, or by clicking the green plus sign in the upper left to open a new blank change request. Otherwise, to cancel a change, identify the current phase of the change above (in green), which will either be Initiate, Review & Authorize, Plan & Schedule or Implement. Then, click the downward arrow in that field and select "cancel". This will immediately close the request and soon thereafter change the status to "cancelled". The record will then effectively disappear from all views.
One suggested question to ask before opening a change request is:
- Is this a standalone change or will it be one part of a group of related changes? If the latter, if might make more sense to make a higher level change request and have 2 or more small tasks associated with that change. Note that there is little value in having a single task attached to a change. In that case, it is better to do everything within a single change without associated tasks.