Space banner

 

This documentation supports the 19.08 version of Change Management.

To view an earlier version, select the version from the Product version menu.

Creating a requester record

While defining a new change request, release request, or task, you might find that the requester does not have a record in the database. If this is the case, you must define a record for the requester. You can do this while you are defining the request or task.

To define a requester record

  1. From the IT Home page, click Application Administration Console.
  2. Select the appropriate company from the Company field.
  3. Click Create next to People.
  4. On the People form, complete all the required fields:

    Field

    Description

    First Name

    Enter the requester's first name.

    Last Name

    Enter the requester's last name.

    Client Type

    Select Operating Company, Customer, or Vendor.

    Profile Status

    Set the Status to Enabled (or other option, as needed).

    Client Sensitivity

    Select Standard or Sensitive.

    VIP

    Select Yes or No to indicate the person's appropriate status.

    Support Staff

    Select Yes or No to indicate if the requester is a support staff member.

    Site

    Select a Site location.

    Company

    Select access data for one company but not another, based on the companies to which the person is assigned. The Company field controls access when configuring people.

    Business

    Enter a business phone number. Also enter an email address.

  5. Optionally, complete the remaining fields, including fields on the other tabs.
  6. Click Save.
Was this page helpful? Yes No Submitting... Thank you

Comments