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.

Recording the release activities

You might need to modify a release request with work history entries that you add during its life cycle, in order to document activities performed or information gathered. For example, you can track a release request's progress in the work history by recording the steps that you took to implement it.

Use the Work Details tab when using the Best Practice view and the Work Info tab when using the Classic view to add work information about activities performed for the current release request. For example, you can track a release request's progress by recording the steps that you took to implement it in the work history.

The request should still follow the stages in the recommended life cycle of a release request, as described in Milestones in the release request lifecycle. The Process Flow Status bar directs you with messages if there are fields that must be filled in when you move to a new milestone.

You might want to add work information about the following activities:

  • General Information — Notes about the record, for example, you might want to add a note that a particular CI was deployed, and include the date.
  • Planning — Notes about a plan to implement a global release throughout your organization.
  • Implementation — Installation and backout procedures for the release.
  • Costing and Charging — Additional information about the cost of the current CI, incident, change, or so on. For example, you might want to add a note that the cost of maintaining a CI was split between two cost centers, or that the cost to implement a release came under budget.

Any user with release related permissions - User, Master, or Viewer can add or modify work info from the Release console or the release request in Modify mode. However, only users with Release Master permissions can add work info to closed Release requests.

  • If you are using the Best Practice view, you can view multiple work info entries at the same time by clicking the History icon. When you click this icon, the system displays a pop-up window with the Notes field entries arranged with the most recent entry at the top (a date and time stamp is also visible with each entry).
  • If your user ID has Release Viewer permissions, you can add and modify Work Info entries, however, you cannot create or modify release requests.

Use the following procedures to add work information about activities performed for the current release request:

To add or modify work information to a release request when using the Best Practice view

  1. Open the release request.
  2. To add new work information, under the Add Work Info details section on the Work Detail tab, enter the following information:
    • Notes — Enter the details of your work information record in this field.
    • Attachment — Click to add any attachments related to the work information.
  3. Click More Details to select the work information type and add any additional attachments.
  4. From the Work Info Type list, select the type of work information to add.
  5. In the Attachment fields, add any additional attachments required for the work information. You can add up to three files.
  6. When you finish updating the release request, under Add Work Info click Save.
    The Save operation adds your entry to the work history.
  7. To view or update the entries in the work information, select the work info record and click View. Under the Edit Work Info section:
    1. Update the required fields.
    2. To delete an attachment, click the delete icon for that attachment.
    3. Click Save.
  8. To view a report of selected activities you performed against this request, select the records from the work info table and click Report.
  9. To view the history of when and by whom each of the work information was added click History .
  10. Click Save.

To add or modify work information to a release request when using the Classic view

  1. Open the release request and click the Work Info tab.
  2. From the Work Info Type list, select the type of work information to add.
  3. From the Source list, select the source of this information.
    Information sources can include, for example, email, system assignment, or the Web.
  4. Enter the details of your work information record in the Summary and Details fields.
  5. To add an attachment to the record, right-click in the attachment table and select Add from the menu that appears. With browsers, click the Add button.
  6. From the Locked list, select Yes or No to lock the log.

    Warning

    If you select Yes you cannot modify the work log after you save the record.

  7. From the View Accesslist, select Internal or Public.
    • Internal — If you want only users within your organization to see the entry.
    • Public — If you want everyone with access to the system to see the entry, including requesters.
  8. Perform one of the following actions:
    • (version 8.1.01 and later) When you finish updating the record, click Save

      The Save operation adds your entry to the work log history. If your user ID does not have permission to modify the record, the Save button is disabled. In this case, clicking the Add to Work Info History button saves the work info entry.

    • (version 8.1.00 )When you have finished updating the release request, click Save.

      The Save operation adds your entry to the work history. The Show field allows you to filter out specific work entries based on the type of activity that appear in the table.

  9. To see a report of the activities you performed against this release, click Report.
  10. To see all entries for work information history, click View.
    You can view but not modify the work info records if they are locked.

    Note

    When you return to the Release Management Console, you might need to refresh the Release Information table to display all the modified records.

  11. Click Save.
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