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Procedure documentationChanges Tab Page

 

The Changes tab page provides an overview of CRM transactions linked to the job documentation and a change log.

Under Job Requests, you can view the job requests assigned to the job documentation via an incident or a request for change. You can also assign transactions here.

The Change Log displays a log of changes made to the job documentation.

Procedure

Job Requests

To assign a transaction:

  1. Choose Assign.

    A dialog box appears.

  2. Specify the transaction type, for example:

    • SMCR for a request for change

    • SMIN for an incident

    • SLFI for an issue

  3. Enter your transaction number. You can use the input help.

    Note Note

    You cannot assign a completed transaction. You can only assign an open transaction.

    End of the note.

  4. Save your entries.

Change Log

This tab displays the log of changes made to job documentation. Choose from:

  • New entries

    Changes not yet saved.

  • Existing entries

    Changes have been made.