Change Request

CRs are used to gather all potential changes found by members in an organization, evaluate them, and eventually create Change Orders (COs) to authorize the work.

The purposes of the CR are to gather information in order to analyze the consequences of changes (error correction, improvements, etc.).

In Change Management Basic Data in the Basic Data folder, you enter basic data for the Change Order process. The basic data must be present before work can be done in Change Request. Use CR Level and CR Type in Change Management Basic Data.

CR Statuses

• Preliminary - The CR is being prepared. The analysis of consequences and costs and registration of information is not complete.
• Active - The CR status is Active, waiting for a CO to be issued. The CR cannot be set to Active before the approval process is completed.
• Processed - A CO has been issued for this CR. When the state of the CO is changed to Approved, the state of all the connected CRs will automatically be changed to Processed. 
• Cancelled - The CR is rejected and no CO will be issued.