This documentation applies to the 8.1 version of Change Management, which is in "End of Version Support." You will not be able to leave comments.

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

Adding Requester information

Enter additional information about the requester on the Change form as needed.

Note

Requested for information can be modified only when the change is in the Initiate stage.


By default, the Requested By fields are auto-populated with the details of the user who creates the change after the change request is submitted. If this user is not associated to a support group, the Support Company is set to the Location Company of the user. If this user is associated to a support group, the Support Company, Support Organization, and Support Group is set to the user's default Support Group.

You can modify the Requested By fields, if required. The Support Company field list is based on the user selected in the Last Name field of the Requested By information.

  • If the selected user does not belong to the support staff group all companies are listed similar to Change Location companies.
  • If the selected user belongs to the support staff group this list is restricted to his Support Group companies.

To enter requester information using the Best Practice view

  1. Open the change request.
  2. Choose Quick Actions > Requested for.
  3. Enter information about the requester in the Requested For dialog box.
    The Requested For information provides details about the company, user details, organization and department for which the request has been created.
  4. Click OK.
  5. Click Save.

To enter requester information using the Classic view

  1. Open the change request.
  2. Click the Requester tab on the Change form.
  3. Modify information as needed in the required fields on the Requester tab (for example, Support Company, First Name, and Last Name).
    This information is supplied automatically, based on your logon. The Support Company is the organization or group to which the change request is assigned.

    Tip

    Type a letter or name into fields with a plus sign (+) on the field label, and press Enter to automatically fill the field. If multiple choices exist, a selection list or dialog box appears, to help you enter a name. Otherwise, you receive a prompt if the letter or person is not found.

  4. Enter information about the requester in the Requested For dialog box.
  5. Enter information into the required Change Location Company field.
    The Change Location Company field is especially important in a multitenancy environment. In this field, you can specify the company, department, or other group that controls access to the change request.
  6. (Optional) After you respond to the change requester, click the icon.
    The Requester Contacted icon is used to record if the requester has been contacted about the change request. This data is useful when service providers are organizing their work queue. If you click the Requester Contacted icon, the hidden Requester Contacted field is set to Yes when you save your changes.
    The Requester Contacted icon now appears in Yes mode.
    If the change was generated from a service request, workflow in the BMC Change Management application sets the SLA Responded field on the Service Requests form to Yes.

    Note

    This field is applicable only if the SLM application is installed.

  7. Click Save.
  8. The Requested for fields provide details of the company and user for which the change request is created. To enter this information, search for the appropriate user based on the last name field. The Change Location can, by default, be update to the selected user's location.
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Comments

  1. Saroj Sahu

    The requested for dialog fields are being locked based on the CR status. However this is not mentioned any where in this document. So suggest to add the locking information to this page as well. Please refer to below community discussion for more customer concern on this.

    https://communities.bmc.com/message/480152#480152

     

     

    Oct 20, 2014 09:04