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.

Example - Setting user preferences

Mary wants to open the calendar to view all changes for a week that have not yet been scheduled. She also wants to view any tasks related to the changes.

To set her preferences, Mary performs the following procedure:

  1. On the Calendar, Mary selects Settings > Preferences.
  2. On the Preferences dialog box, from Data source she selects Global > Change Request. She selects the Default option to make this her default selection.
  3. She selects the following values:

    Field name


    Timespan in


    Default view



    By Status > All Pre-Scheduled Changes

    She selects the Timeline view so that she can view all the changes and any tasks related to them in the same view. Because she has chosen the Timeline view, she does not change the settings for Business Events.
  4. She clicks Save.
  5. She logs out and logs back on to the application.

The next time Mary opens the Change Calendar, she sees the following information, as shown in the following figure (click to expand it):
a. The calendar displays all prescheduled change requests for the week in the Timeline view.
b. The Timeline view also displays related tasks for the change requests.
c. The Legend that is displayed and the color code of the change requests is based on the Class field, as defined in the Administrator Preferences.

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