This documentation supports the 18.08 version of Change Management.

To view the latest version, select the version from the Product version menu.

Copying tasks from another change request

The Copy Change function enables you to copy a request into a new change request. When using the copy function, you have the option to copy the tasks associated with the original change request.

To copy tasks from another change request

  1. From the left navigation pane on the Change form, select Functions > Copy Change.
  2. On the Copy Infrastructure Change dialog box, select Copy Tasks.
  3. On the Copy Tasks dialog box, you can select the tasks that you want to exclude from copying. You can select the tasks either by status (Cancelled, and Failed) or by type (Manual, and Automatic).
  4. Select the related task information that you want to copy, and then click OK.
  5. Depending on the options that you select, the following information is copied to the new change request:

    Option

    Copied information

    Location Information with Attachments

    The following information from the General tab related to Task Location and the Task Attachments, except Command field:

    • Company
    • Region
    • Site Group
    • Site
    • Address
    • All related attachments

    Requester Information

    The following information from the Requester tab:

    • Requester Company
    • First Name
    • Middle Name
    • Last Name
    • Phone Number
    • Organization
    • Department
    • Support Organization
    • Support Group Name

    Work Info with Attachments

    All information on the Work Info tab including any attachments

    Relationships

    All information from the Relationships tab

    Dates

    The following information from the Dates tab is copied:

    • Schedule start date
    • Schedule end date

    Financials

    The following information from the Financials tab:

    • Calculation Unit type
    • Budget Estimated Total Time

  6. (optional) Enter values in the following fields under Tasks Details to be overwritten in all copied Tasks:
    1. Specify a value in the Summary field.
      If you specify a summary value, the Summary field of all the new copied tasks uses this value. Otherwise, the Summary field of all the new copied tasks uses the values of the source tasks.
    2. Select the Priority of the task.
    3. You can enter notes in the Notes field.
  7. Click Start Copy.

    Note

    • It can take several minutes for the copy process to be completed.
    • If the Assignee field of the task that is being copied has an invalid value, the Assignee field does not get copied to the new change request.

    All tasks and child tasks related to that task are copied. After the change is copied, the Change form opens in New mode with the newly copied change information in a Draft status. Any tasks that are copied are in Staged status. You now can modify and submit the new request.

  8. Save the new copy of the request.

    Note

    A copied change request is not automatically submitted.

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