This documentation supports the 23.3 version of BMC Helix Change Management.

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

Tracking and managing efforts for a change request

You can track the time spent working on a change request after it has been fully assigned. The Support Company, Support Organization, Support Group, and Change Coordinator must be set before you can use the Start Clock and Stop Clock buttons.

In Mid Tier, you can track time by using any of the following methods:

Method

Description

Reference topic

Use the Start Clock and Stop Clock buttons

Time is calculated based on when you click the Start Clock and Stop Clock buttons.

To track the time spent on a change request using the Start Clock and Stop Clock buttons

Manually enter in the time

You can enter the time directly into the Time Spent field.

To manually track the time spent on a change request

Create an effort log

You can create an entry in the effort log by using the Update Assignment Log button.

To track efforts

When working with assignments, you can record time spent on a change request. The Track Effort log displays a list of all individuals who worked on the change during its lifecycle.

Important

Entries in the effort log are not system-generated, so you must enter them manually. The list is not in chronological order.


To track the time spent on a change request by using the Start Clock and Stop Clock buttons

  1. Open the change request and click the Date/System tab.

  2. Click Start Clock.
    The current date and time are appear in the read-only Start Time field.

    Important

    To close the Change form while working on the request, make sure to save the request first.

  3. To stop tracking the time, click the Stop Clock button.
    You must repeat steps 1 and 2 first if you have closed the Change form.
  4. Update the assignment log and then click Save.
    You can use the start and stop clock buttons as many times as you like. Each successive time, the new time is added to the value already in the Total Time Spent field.


To manually track the time spent on a change request

  1. Open the change request and click the Date/System tab.

  2. In the editable Time Spent field, enter the number of minutes.
  3. Enter information in the effort log by using the Update Assignment Log button, and then click Save.
    The time you entered is added to the value in the Total Time Spent field.


To track efforts of a change request

  1. Open the change request.
  2. On the Date/System tab, click Update Effort Log.
  3. Fill in the Select an Assignee fields. 
    This information is required to select the individual for whom the effort log is being generated.
  4. Fill in the Select Effort Classification fields. 
    Select an Assessment Type, Phase, and Area. This information is required to show what kind of effort is being logged; for example, implementation activity.
  5. Click Add, and then click Close.
  6. Fill in the Enter Effort Time Spent fields. 
    Enter the number of hours and minutes you worked on the change. This information displays where the time was spent.

    You can adjust the time spent in the Update Assignee Effort Duration section, as required. For information, see Viewing and assigning tasks


To modify the effort log

In addition to creating a track effort log entry, you can modify or delete an effort log. You can also update the assignee effort duration in the effort log.

Important

You must be the change manager or the change coordinator to modify the effort time.

  1. To update the assignee effort duration, select the entry, and enter the time spent in hours or minutes.
  2. To modify the effort log, select a record from the table and click View.
  3. Update any of the assessment type information and the time spent.
  4. Click Save.

To delete the effort log

  1. From the change request, select Functions > Track Effort.
  2. To delete the effort log, select an entry and click Delete.


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