Performing additional functions on the CI form

Adding additional data

You can add, view, modify, or remove additional CI data. You specify both the labels and values for this additional data. If you delete a CI, the associated additional data is also deleted.

To access this function, from the navigation pane, choose Advanced Functions > Additional Data.

Emailing contacts about information pertaining to CIs

To send email with information about a CI, perform the following steps:

1. From the navigation pane, choose Functions > Email System.
2. On the Email System form, search for the people that you want to contact.
3. In the Email Information area, specify the message details.
4. If applicable, add an attachment.
5. Click Send Email Now.

Paging a person or on-call group

Use the paging feature to perform manual pages. Pager service provider and paging email are set up on the Notifications tab on the People form.

For information about setting up paging notifications, see Adding notification information.

To page a person or on-call group, perform the following steps:

1. From the navigation pane, choose Functions > Paging System.
2. In the Paging System form, in the People Search Criteria area, specify your search criteria, and click Search.
3. Select the person you want to page, and click Select.
4. In the Paging Information area, specify the person's pager information, enter the message, and click Send Page Now.

Alternatively, you can click the Page By On-Call Group tab and send a page to a group instead of an individual. To do this, perform the following steps:

1. Click the Page By On-Call Group tab.
2. In the On-Call Group Search Criteria area, specify your search criteria, and click Search. Results matching your search criteria appear in the table.
3. From the table, select the group you want to page, and click Select.
4. In the Paging Information area, specify the group's pager information, enter the message, and click Send Page Now.

Updating impacted areas

Changes or updates to CIs can affect more than one company, location, or organization. You specify which areas are impacted by a specific CI on the Impacted Areas tab on the CI Information form.

Important: BMC Change Management uses the CI's impacted areas to help determine approval mappings. For example, you can determine mappings based on location or organization.

To specify the impacted areas for a CI, perform the following steps:

1. Open a CI, as described in Using search.
2. On the Impacted Areas tab, click View.
3. In the Impacted Areas dialog box, complete the fields to relate an impacted area to the current CI.
4. Click Add and then click Close.
5. On the CI Information form, click Save.

Working with returns

When you return a CI, you can record the return information. You can also view and delete return information. The Returns function is not available for bulk CIs.

You can record return information either from the CI form or from the Receiving console. For information about the Receiving console, see Receiving and returning purchase items.

To add return information for a CI, perform the following steps:

1. Open a CI, as described in Using search.
2. From the navigation pane, choose Functions > Returns.
3. In the Return Receipts dialog box, click Create.
4. In the Return Information dialog box, record the information.
   Specify the type of return, the quantity to return, and the reason for the return. You can also specify a Return Materials Authorization (RMA) number.
5. Click OK.