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This documentation supports the 19.08 version of Change Management.

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

Using the Change Management Dashboard

The Change Management Dashboard provides flashboards containing key metrics associated with changes occurring in the organization. This dashboard enables the organization to make sure that change-related activities are meeting identified goals.

For more information on the Change Management Dashboard, see Change Management Dashboard

To use the Change Management Dashboard

  1. On the IT Home page, click the Change Management Dashboard link.
  2. On the Change Management Dashboard, enter a start time and end time for the Flashboard data to view.
  3. In the change statistics area, define how you want the flashboards to appear:
    • Overall Health—Choose one of the following settings:

      Flashboard name

      Metric

      Change Success Rate

      Successful closed change requests by Status Reason

      Changes by Priority

      Open change requests by 'Priority' and 'Categorization Tier 1'

      Changes by Timing/Category

      Closed change requests by 'Change Timing' and 'Categorization Tier 1'

      Changes by Timing/Group

      Closed change requests by 'Change Timing' and 'Support Group Name'

      Changes Successful

      Change requests with Status = Closed & Status Reason = Successful grouped by 'Support Group Name' and 'Categorization Tier 1'

      Changes Unsuccessful

      Change requests with Status = Closed & Status Reason = Unsuccessful grouped by 'Support Group Name' and 'Categorization Tier 1'

    • Financials—Choose one of the following settings:

      Flashboard name

      Metric

      Change Cost Variance

      Not applicable

      Changes by Cost/Category

      Average cost of closed changes by Category

      Changes by Cost/Department

      Average cost of closed changes by Department

    • Customer Data—Choose one of the following settings:

      Flashboard name

      Metric

      Change Requests by

      Change requests by Organization and Company

      Changes By Business Justification

      Closed change requests by Business Justification

    • Operational Efficiency—Choose one of the following settings:

      Flashboard name

      Metric

      Change End Date Variance

      Closed change requests by Category/Company versus closed emergency change requests by Category/Company

      Change Start Date Variance

      Closed change requests by Group/Company versus closed emergency change requests by Group/Company

      Change Status

      Open change requests by change request Status and Support Group

      Changes by Impact

      Closed change requests by Impact and Category

      Changes by Performance Rating

      Closed change requests by Performance Rating and Group

      Changes Completed

      Completed change requests by actual End Date and Category

      Changes Rolled Back

      Closed, backed-out change requests by Group and Category

  4. (Optional) Click Refresh to refresh the flashboards, including the date criteria (Start Date and End Date) specified, and show the change request data that matches the qualifications.
  5. Click Set Defaults to open the User View dialog box, where you can save the flashboards which automatically appear when the Change Management Dashboard form opens.
    The list for each Flashboard category shows the available flashboards. In the Duration field, you can select a time period to show data for the last 7, 30, or 90 days.
  6. Click Save.
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