Using 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.

For more information on the Change Management Dashboard, see Change-Management-Dashboard

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 to view.
3. In the change statistics area, define how you want the flashboards to appear:

   • Overall Health—Choose one of the following settings:

     Flashboard name	Metric
     Change Success Rate	Successful 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—Choose 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—Choose 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—Choose 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 automatically appear when the Change Management Dashboard form opens.
   The list for each Flashboard category shows the available flashboards. In the Duration field, you can select a time period to show data for the last 7, 30, or 90 days.
6. Click Save.