Example - Setting administrator preferences

Allen has upgraded to the latest version of Remedy IT Service Management. When he was using the earlier version of the solution, he used the Change Calendar extensively to manage events across the organization.

Allen wants to review and update the default administrator preferences for the Calendar. He wants to define the following preferences:

• View all open changes for the month in the Calendar view.
• View change requests and related tasks on the calendar, color coded on the basis of their Class.

Setting administrator preferences

Allen performs the following procedure to set the administrator preferences.

1. On the Custom Configuration tab of the Application Administration Console, he selects Change Management > Advanced Options > Change Calendar.
2. From Data Source, he selects Global > Change Request.

3. On the Preferences tab, he selects the following values:

   Field name	Selection
   Query	By Status > All Open Changes
   View	Calendar
   Timespan in	Months

   
   
   

4. On the Colors tab, he selects Class from Color scheme based on.
5. For each field value:
   1. Allen selects the field value from the table.

   2. He enters the # value from the following table

      Field value	Color
      Emergency	#FF2C01
      Expedited	#A62F2B
      Latent	#3CA968
      Normal	#4963CA
      No Impact	# F0FF26
      Standard	#38CAB7

      
      
      

   3. He clicks Change Color.
6. He clicks Save.
7. He logs out and logs back on to the application.

When users open the calendar, they see the following items, as shown in the following figure:

a. The Calendar displays all open change requests for the month. This is applicable only if the user has not defined any user-specific calendar display settings.
b. The Legend displays the colors defined for the Class field.
c. The change request is color-coded based on the value of the Class field.