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Procedure documentationCreating a Change Request

 

This service enables you to create change requests for the mass update of existing materials. Updating multiple materials is a two-step process; you first create a single change request for multiple materials using this service, then you use the Mass Change service to enter the details for the changes you want to make.

Although you can enter the IDs for the materials you want to change in this screen, we recommend that you use the Mass Change service to add the materials instead.

Procedure

  1. Open the Change Request screen

    Click the Create Change Request link to open the Create Change Request screen.

  2. Enter general data

    Enter a description, due date, priority, and reason for your new change request. Click the Next button to continue.

  3. Enter a reason for the change

    In the Explanation text box enter a reason for this mass change request. This field is mandatory. You can also upload attachments if required. Click the Next button to continue.

  4. Specify materials for the change request

    To add materials to the change request, click the Specify Objects button. You can then use the input help in the fields of Material column to add materials to the change request.

    Note Note

    It is recommended that you use the Mass Change service to add materials later rather than at this point.

    End of the note.

    Click the Enter button followed by the Next button to continue.

  5. Review

    Check and review your new change request. Click Submit to create your new change request.

Result

A new change request has been created for the mass change of materials. Click the Close button to return to the Material Governance work center.