This documentation supports the 9.1 version of Change Management.

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

Moving the release forward

As you track and supervise a release request, you move it from one milestone to another (for example, from Initiate to Planning). When you choose different milestones, messages alert you if you need to complete more fields in the request.

Important

A request should follow the milestones in the recommended life cycle of a release request, as described in Milestones in the release request lifecycle. Manually setting the status values can disrupt the life cycle in which you enter information about and resolve the release request.

To modify release requests

  1. Open the release request.
  2. On the Release form, make the appropriate changes.
  3. (Optional) Add manifests to the release request.
    For more information, see Creating a manifest.
  4. (Optional) Modify the release request assignments.
    For more information, see Working with release request assignments.
  5. (Optional) Relate a CI or some other object to the release request.
    For more information, see Working with release relationships.
  6. (Optional) Modify the start and end dates of the release request.
    For more information, see Planning milestone - Planning and scheduling the release request.
  7. Save your work.
  8. Use the Process Flow Status bar to move the release request forward to the Initiation Approval phase.
    For more information, see Performing additional functions from the Process Flow Status bar.

    Important

    Out of the box, release requests must be approved before they move to the Planning milestone. For more information, see Working with BMC Change Management as an approver and Approval processes provided out-of-the-box for Release Management.

  9. After the release request is approved, use the Process Flow Status bar to move the release request forward to the Initiation Registered status.
  10. Use the Process Flow Status bar to move the release request forward to the Planning Approval phase. The release must be approved before it can move forward. For more information, see Planning milestone - Planning and scheduling the release request.
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