Viewing key metrics on the Change Management Dashboard

The Change Management Dashboard provides flashboards containing key metrics associated with changes occurring in the organization. This dashboard enables the organization to make sure that change-related activities are meeting identified goals.

To use the Change Management Dashboard

1. On the IT Home page, click the Change Management Dashboard link.
2. On the Change Management Dashboard, enter a start time and end time for the Flashboard data.
3. Under change statistics, define how you want the flashboards to be displayed:

   • Overall Health—Select one of the following settings:

     Flashboard name	Metric
     Change Success Rate	Successfully closed change requests by Status Reason.
     Changes by Priority	Open change requests by Priority and Categorization Tier 1.
     Changes by Timing/Category	Closed change requests by Change Timing and Categorization Tier 1.
     Changes by Timing/Group	Closed change requests by Change Timing and Support Group Name.
     Changes Successful	Change requests with Status = Closed & Status Reason = Successful grouped by Support Group Name and Categorization Tier 1.
     Changes Unsuccessful	Change requests with Status = Closed & Status Reason = Unsuccessful grouped by Support Group Name and Categorization Tier 1.

   • Financials—Select one of the following settings:

     Flashboard name	Metric
     Change Cost Variance	Not applicable.
     Changes by Cost/Category	Average cost of closed changes by Category.
     Changes by Cost/Department	Average cost of closed changes by Department.

   • Customer Data—Select one of the following settings:

     Flashboard name	Metric
     Change Requests by	Change requests by Organization and Company.
     Changes By Business Justification	Closed change requests by Business Justification.

   • Operational Efficiency—Select one of the following settings:

     Flashboard name	Metric
     Change End Date Variance	Closed change requests by Category/Company versus closed emergency change requests by Category/Company.
     Change Start Date Variance	Closed change requests by Group/Company versus closed emergency change requests by Group/Company.
     Change Status	Open change requests by change request Status and Support Group.
     Changes by Impact	Closed change requests by Impact and Category.
     Changes by Performance Rating	Closed change requests by Performance Rating and Group.
     Changes Completed	Completed change requests by actual End Date and Category.
     Changes Rolled Back	Closed backed-out change requests by Group and Category.

4. (Optional) Click Refresh to refresh the flashboards, including the date criteria (Start Date and End Date) specified, and show the change request data that matches the qualifications.
5. Click Set Defaults to open the User View dialog box, where you can save the flashboards, which are automatically displayed when the Change Management Dashboard opens.
   The list for each Flashboard category displays the available flashboards. 
6. In the Duration field, select a time period to display data for the last 7, 30, or 90 days.
7. Click Save.