Release Management console functional areas

The Release Management console provides a dedicated workspace for managing release requests. This console provides quick access to the information you need and to the procedures that you perform most often. This console optimizes your visual work space so that you can track releases quickly and efficiently. The following figure illustrates the functional areas of the Release console.

Release Management console and its functional areas

The Release Management console lets you see the most important details associated with release requests (for example, change requests and activities linked to releases, tasks allocated to release requests, work information, and important broadcasts). It is designed to give you quick access to the information and procedures that you need daily so that you do not have to open other BMC Remedy ITSM applications. Finally, if you point your cursor over the Release ID, tooltip information is displayed. For more information, see Tooltip-data-shown-in-consoles.

The following table describes what you can do in each of the functional areas.

Release console functional areas

Functional area	Purpose
Console tab	Displays releases and related changes and activities.
Release Management Console header
Refresh icon	Updates the console with the latest information.
Search	The Global search feature lets you search across multiple forms for records that match a key term.
Show Filter By Magnifying glass icon More filters	This area contains the following fields: Show, Filter By and Search. These fields combine to provide a way that you can filter the release records in the Releases table. The Show field has a menu from which you select the basic criteria by which you want to filter the contents of the Releases table, the menu choices include: Submitted by me — All release requests created by you. All - All release requests, regardless of who created them. Assigned to me — All release requests assigned to you. Assigned to my group — All release requests assigned to a specific support group of which you are a member. If you select this, you are prompted to select the support group. Assigned to all my groups — All release requests assigned to all of the support groups of which you are a member. The Filter By field places conditions on the basic criteria that you choose in the Show field. This helps you manage the number of records returned by the Show field. If you select Assigned to me in the Show field and All Open > All Priorities from the Filter By field, then the Releases table contains all open release records, regardless of their priority, that are assigned to you. The Magnifying glass icon opens a dialog box from which you can edit, save, and delete custom searches. Saved custom searches appear in the My Searches node of the Defined Searches list. For more information about Manage My Searches, see "Creating a custom search". More filters provides a way for you to further filter the contents of the Releases table. If you still have a large number of records after using the Filter By field, click Advanced to open a dialog box that contains fields in which you can indicate even more precise information, such as product or operational categories. For example, using the advanced field you can add the product category Hardware to the filter. When added to the Show and Filter by fields, the Releases table now contains all open hardware releases, regardless of their priority, that are assigned to you. A check box appears in the More filters label to indicate when a filter from this area is active.
Navigation pane
View Broadcast, or New Broadcast	Click this link to open the broadcast dialog box, from where you can view, create, modify, and delete broadcasts. When there are unread broadcasts, this area displays the icon followed by the number of new messages and the message New Broadcast. When there are new broadcasts, the area also turns red. For more information on broadcasting messages, see Working-with-broadcasts. Important: If you open the Release Management console with no new broadcasts, but the View Broadcast link is red, open the Application Preferences dialog box and make sure that a Console View preference has been selected. See Viewing-your-profile for information about how to view and select Console View preferences.
Milestones	Displays Plan, Build, Test, and Deploy milestone metrics that are calculated when the console opens.
Milestones	This area contains a count of release request records. The application updates this number dynamically to reflect the way that you are filtering the contents of the Release table. For example, if the Show field contains Assigned to me and the Filter By field contains By Status > All Open, then the numbers that appear in the Milestones panel represent the number of open Plan, Build, Test, and Deploy requests that are currently assigned to you.
Functions	Use the links in this area to do the following actions: New Release—Opens the Release form in New mode. For information, see Initiate-milestone-Creating-release-requests. Search Release—Opens the Release form in Search mode. For more information, see Using-search. My Profile—Sets your personal profile. See Viewing-your-profile. Application Preferences—Sets your program preferences and options. This function is also available from the Release Management console. See Setting-application-preferences. Reminders—Opens the Reminders dialog box. For information, see Using-reminders. Reports—Opens the Reporting Console. For information, see Working-with-reports. KPIs—Displays the KPI flashboards available. Select to view flashboards. The flashboards that appear represent, in graphical format: Process KPIs—View KPI flashboards Total Open Releases—Filters by Service or Priority Total Pending Approval—Filters by Service, Impact, or Business Justification Total By Risk—Filters by Service, Impact, or Milestone View Calendar—Opens the calendar. For information, see Using-the-Calendar. Time Segments—Create, modify, or search the following time segments: Business Event Operational Category Location Configuration Item (CI) For information, see Registering time segments.
Applications	This area contains links to other BMC applications, consoles, and modules. The contents of this area depend on what other applications and so on are installed. Click the double greater-than sign to open or close this panel.
Releases table	The Releases table displays high-level details about the release records that match the criteria specified in the Company and Assigned To fields, or that were found by the most recently completed search. The RLM prefix identifies the release requests. You can filter the requests in the table by using the Show and Filter By fields.
Create	Opens the New Release form so you can create a new release request record.
View	Opens the release request record selected in the Releases table.
Print	Prints the details of the release request record selected in the Releases table.
Process Overview	Opens the detailed SMPM release management process diagram, if the full SMPM application is installed. Otherwise, it opens a high-level diagram of the release management process.
Service Context	Opens the Service Context summary view for the record selected in the Releases table.
Show Details/Hide Details	When selected, displays the work information table with details about the record selected in the Releases table. It also displays the Create and View links to create or view release activities from the Release Management Console. For more information, see Recording Release Activities.
Changes and Activities
Create	Opens the New Change or Activity form so you can create a new record.
View	Opens the record selected in the Releases table.
Print	Displays details of the release request record selected in the Releases table as a report.
Show Details/Hide Details	Displays the work information and tasks table with records selected in the Changes and Activities table. You can create or view release work information on the Work Info tab. You can view tasks on the Tasks tab.

Release Management console functional areas

Remedy Change Management 20.02

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