General tab

The General tab displays the essential information about the Change Request. The information is organized in the following sections and sub-tabs:

Summary - displays the short summary of the Change Request.

Categorization section - displays the type, category of the Change Request, the project that covers this Change Request, and the medium used to communicate the issue this Change Request describes.

Requester Information section - shows the Person who requested the Change Request and their organization. Clicking the caption of the filled out Organization or Requester fields opens the selected person or organization record correspondingly in a separate window.

Assignment section - displays the assigned technician and/or group. Clicking the caption of the filled out Assignee Group or Assignee fields opens the selected person or Group record correspondingly in a separate window.

Prioritization sub-tab - includes the following fields:

    • Service - shows the Service which is being provided when you submits this Change Request. The list of possible choices includes only the Services created for Change Requests. When the field is filled out, clicking its caption opens the selected Service in a separate window.

    • Urgency - displays the chosen urgency level that describes how quickly the issue should be resolved. The list of values is defined by your Alloy Navigator administrator.

    • Impact - displays the chosen impact level that describes how critical the issue is. The list of values is defined by your Alloy Navigator administrator.

    • Priority - indicates the order in which this issue must be resolved. Typically, this field is filled out automatically based on the selected Service, Urgency, and Impact. For details, see Calculating ticket's priority, response date, and due date.

    • Response Date - displays the date and time when the response is due. Typically, this field is filled out automatically based on the Change Request's Service, Priority, and Submit Date. For details, see Calculating ticket's priority, response date, and due date.

    • Actual Response Date - indicates the actual response date specified by the assigned technician.

    • Due Date - displays the date and time when the Change Request is due to be completed. Typically, this field is filled out automatically based on the Change Request's Service, Priority, and Submit Date. For details, see Calculating ticket's priority, response date, and due date.

Performance sub-tab - includes the following fields:

  • Submit Date - by default, displays the date when the change request record was created, can be edited.

  • Scheduled Start Date - typically, displays the start date specified by the assigned technician.

  • Start Date - typically, this field is filled out automatically based on the business logic constraints.

  • Scheduled End Date - typically, displays the completed date specified by the assigned technician.

  • Completed Date - typically, this field is filled out automatically based on the business logic constraints.

  • Time Spent - shows the sum of Time Spent values in all the Change Request's activities.

  • Cumulative Time Spent - shows the sum of the Time Spent field values in this Change Request and all its subordinate Work Orders (if any).

  • Closure Code - if the Change Request is closed, displays the code that can be chosen when closing the Change Request. The list of possible codes is defined by your Alloy Navigator administrator. Typically, those codes are used for reporting purposes.

Untitled section - includes the following fields:

  • Related CI - displays the related Configuration Item (CI)Closed (Computer, Configuration, Contract, Document, Hardware, Location, Network, Organization, Person, Service, Software License, Tracked Software, or Group) . When the related CI is selected, clicking the field label opens the details of the CI record in a separate window.

Description section - shows the HTML text description (for details, see Using the HTML editor) of the Change Request.

The General tab may also display various user-defined fields in an additional section if your Alloy Navigator administrator has configured them accordingly. The default name of this section is "Custom Data", although your Alloy Navigator administrator may have renamed this section.

NOTE: User-defined fields can appear also on the Custom Data tab (this is the default name of the tab; it can be renamed by your Alloy Navigator administrator).