This documentation supports the 9.1 version of Change Management.

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

Change Management console functional areas

Various functions are available in the Change Management console depending on your permissions. These functions provide quick ways to go to different areas in BMC Change Management and to perform other functions.

The following table describes what you can do in each of the functional areas:

Change Management Console functional areas

Functional area

Purpose

Change Management Console header

Search

The Global search feature lets you search across multiple forms for records that match a key term.

Show,
Filter By,  icon, Role, More filters

This area contains the following fields: Show, Filter By, and Role. These fields combine to provide a way that you can filter the change records in the Changes table.

For information about using these filtering options, see Filtering records in the Change Management Console.

Navigation pane

View Broadcast, or New Broadcast

Click this link to open the broadcast dialog box, from where you can view, create, modify, and delete broadcasts.
When there are unread broadcasts, this area displays the icon followed by the number of new broadcasts.
For more information on broadcasting messages, see Working with broadcasts.

CountsThis area contains a count of change request records. The application updates this number dynamically to reflect the way that you are filtering the contents of the Change table. For example, if the Show field contains Assigned to me and the Filter By field contains By Status > All Open, then the numbers that appear in the Counts panel represent the number of open, waiting approval, in progress, and pending change requests that are currently assigned to you.

Functions

Use the links in this area to do the following actions:

  • New Change — Opens the Change form in New mode. For information, see Initiate stage - Creating change requests.
  • Search Change — Opens a search form that Lets you search for change records according to the criteria that you supply. For more information, see Using search.
  • Atrium Impact Simulator — Opens Atrium Impact Simulator. For more information, see Atrium Impact Simulator analysis for change requests.
  • View Calendar — Opens the calendar. For information, see Using the Calendar.
  • My Profile — Lets you set your profile. For more information, see Viewing your profile.
  • Application Preferences — Lets you set your application preferences and options. This function is also available from the BMC Change Management console. For more information, see Setting application preferences and options.
  • Reports — Opens the Reporting Console. For information, see Working with reports.
  • Manage CIs — For information, see Managing configuration items.
  • Manage Inventory — Opens the Inventory Management screen, if you have Asset Management application. For information, see Managing inventory locations.
  • If you are logged on as a Change Manager, the following options are also displayed:
    • Configuration Manager — Opens BMC Configuration Manager console (if the integration is enabled). For more information, see Using the BMC BladeLogic Client Automation Configuration Manager.
    • Surveys — Lets you select a survey. To enable surveys, they must defined for your company and the option must be selected.
    • KPIs— Displays the KPI flashboards available. Select to view the KPI flashboard. The flashboards that appear represent, in graphical format:
      • Total Open Changes — Filters by Priority, Categorization, or Impact
      • Changes Pending — Filters by Categorization
      • Change Risk — Filters by Categorization, Impact, or Support Group
  • Time Segments— Search, select, or create the following time segments:
    • Create Business Event
    • Create Op. Category Location
    • Modify Business Event
    • Modify Op. Category Location
    • Configuration Item (CI)
      For more information, see Registering time segments.

Applications

This area contains links to other BMC applications, consoles, and modules. The contents of this area depend on what other applications and so on are installed. Click the double greater-than sign to open or close this panel.

Changes table

The Changes table displays high-level details about the change records that match the criteria specified in the Company and Assigned To fields, or that were found by the most recently completed search. The CRQ prefix identifies the change requests. You can filter the requests in the table by using the Show and Filter By fields.

Create

Opens the New Change form so you can create a new change request record.

Create for Company
(Hub and Spoke environments)

Opens the New Change form so you can create a new change request record, after asking you to identify the company that you are creating the change request record for. The record is created and submitted on the spoke server in which the company you identified is defined.

View

Opens the change request record selected in the table.
In a Hub and Spoke environment, when you click View, you open a record directly from the spoke server.

Print

Displays the details of the change request record selected in the table as a report.

Process Overview

Opens the detailed SMPM change management process diagram, if the full SMPM application is installed. Otherwise, it opens a high-level diagram of the change management process.

Service Context

Opens the Service Context summary view for the record selected in the Changes table.

Details and Tasks

Displays details or related tasks of the record selected in the Changes table.

Change Details

When selected, contains detailed read-only information about the record selected in the Changes table. To see Details when the Tasks table is showing, click Show Details.

Work Info

Shows activity associated with the change.
The Work Info area enables change coordinators to view or define actions performed or information gathered about a change request. For example, you can define a work information entry that documents the installation and back-out procedures for a change.
You can perform the following actions in this area:

  • Create — Create a new activity
  • View — Displays details of the selected activity
  • Report — Displays a report of the Change Work Info history

Show Tasks

When selected, lets you view tasks associated with the record that is selected in the Changes table. To see Tasks when Details is showing, click Show Tasks.

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