Closing releases

When you have implemented the change requests linked to a release and all the linked tasks are also complete, you can close the release.

Before closing a record, ensure that all the linked tasks are closed. If your system administrator has selected the Releases check box, you cannot close a release with linked open tasks.

If you have set status and order numbers for the asks and change requests of a release in the release manifest, all the tasks and change requests must be closed before you can close the release record.

To close a release

  1. Click the Remedyforce Console tab.
  2. From the View menu, select Releases.
  3. From the list of releases, select the record that you want to close.
  4. From the Actions menu, select Close.

    Note

    This procedure describes the out-of-the-box fields only. If your system administrator has added or removed fields, complete all the fields on the form.

  5. Enter the required details in the Close Release window.
    The following table lists the fields on the Close Release window.

    Field

    Action required

    Closed By

    Select the user who is closing the release. By default, this field displays the user ID of the currently logged-on user. If you are closing the release on behalf of another user, select the user who has worked on the release.

    Closed Date

    The Closed Date field displays the current date and time.

    Status

    Select a close status. By default, this field is filled with the default close status that is configured by the system administrator. If required, you can select a different close status. All status records with the state of Close are displayed in the Status list.

    Closure Category

    Select the category that suggests the reason for closing the record.

    Category

    The Category field is filled with the category that is entered in the Release form. If the original category is incorrect or no longer applies, select the required category from the Category field.

    Close Comments

    Enter comments as needed

    Close Tasks

    To close all tasks linked with this release, select the Close Tasks check box. When you have implemented the release, you might want to close all linked tasks because these tasks are no longer required.

    Close Linked Incidents

    If you have linked incidents with the record, select the Close Linked Incidents check box to close those incidents. The value in the Resolution field of this record is appended to the Resolution field of the linked open records.

  6. Click Save.

Related topic

Configuring fields on the Close form

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