Reviewing and Creating Change Requests

Capture new ideas without breaking flow by creating and saving new change requests directly from the list view so they appear in the report instantly.

1. Open Manage Change Requests (also labelled “Opportunities for Improvement”).
2. Examine each entry to see what it concerns—requirements, processes, people, or other objects.
3. Read the Description for details, and identify the Responsible Person plus the Originator.
4. From this same report, click Create to raise a new change request without leaving the list view.
5. Complete the required fields and save; the new request appears instantly in the report.