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| Info |
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Change Requests are optional functionality that requires separate activation per customer. To activate it please contact your Resseler. |
Introduction
A user Users should be able to create a change request that is related to a specific drawing.
A change request is a set of comprises graphical and textual notes associated linked with a drawing and the objects on the drawing within it (spots that relate pertain to objects). By using utilizing these tools as well as comments a user can express what changes are needed.This request can be picked up by , along with comments, users can effectively communicate the necessary changes.
Subsequently, another staff member (Change Manager), processed and at the end Resolved.Security can take over the request, process it, and ultimately resolve it.
The security (access and modification) pertaining to change request requests is controlled depending regulated based on the request state (workflow step) as well as the user's role in the system.
Creating and Managing Requests
To create initiate a new request, open the desired drawing and select click on the Manage Change Requests icon located on the mode toolbar:
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On the side, a panel listing displays all active Change Requests for this drawing is shown.
Depending on context your security rights in this context, you will see different available options available.
Select a Click on the "New request" button to create a new request. Fill in the label for the request , and then select "Add. "
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With a new request, a special request layer will be created and loaded automatically.
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Use the comments section to add additional notes or post a reply.
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Another user with sufficient privileges will be able to reply to your comments.
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Printing Change Request
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Content
This The printing functionality is supported accessible in both in Quick Print and Image View (while in Change request mode), or in Print Preview when accessed directly from Change Request mode.
Only the currently selected change request content will be printed. FirstTo do so, first open the desired change request as shown illustrated below:
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Now choose either Quick Print, Image View or Print Preview. Print Preview mode is shown in the image below:
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We have also added new parameter for HOPA called changeRequestId (crId) that allows to get printout with one selected Change Request. |
Dashboard
General Dashboard Widgets
Requests shown displayed in the main interface next to alongside a selected drawing , relate only are specifically related to that drawing.
To manage, filter, assign or transition For managing, filtering, assigning, or transitioning other requests, you can use utilize configurable dashboard panels.
Use the add widget menu to add To add the "Manage Change Requests" widget. You can use the , access the add widget menu. The widget configuration options allow you to select what choose the type of requests should be to be displayed in this particular specific widget. Requests can be filtered by workflow state, reporter (owner), or assignee. You can
Additionally, you have the option to add more widgets of the same type and configure customize them to obtain view views on different data. For instance, for example one widget can display requests reported by you , and while another widget can display show all unassigned (open) requests.
Widget configuration is configurations are saved in your profile.
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Possibility to view request details on Dashboard
User
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Dedicated Change Requests Dashboard
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Change Manager permission is required. |
A dedicated Change Requests dashboard can be accessed from a module selector:
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A Change Requests dashboard view:
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Available sections:
List of change requests with filtering
Document metadata (This is a document that the Change Request relates to)
A list of Document locations - all locations where this document is linked to
Comments and history of transitions for selected Change Request
Document View
Possibility to View Request Details on Dashboard
Users do not always want to navigate to the document to view Request request details like such as comments or transition history. Now these These details are now available directly on the dashboard.
Use Simply use the "Info" button to open the details panel:
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Possibility to
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Resolved requests are normally not displayed under document menu - only active requests are shown.
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View Resolved Requests
Usually, the document menu only displays active requests and not resolved ones. However, there is now an option to view individual requests, including resolved ones. To view a resolved request, you can find its reference on the Dashboard or in notifications.
First select Start by selecting a request in the dashboard:
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The The **Go to Request function now will Request ** function has been updated to take you directly to the desired document, it will automatically enter entering Change Request mode and load loading the single , selected request.
Please note that after such After using this navigation, the Viewer will be in "Single request mode," . Other with other requests will not be being visible. Please use To view all active requests, please use the "Show all" button to load all active requests. Requests
Additionally, please be aware that the requests listing will also be reset on upon loading a new document load.
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Filter "Change Management" issues by parent object
When basic filters are not enough a user insufficient, users can now search for Change Requests withing within a specified sub-tree. e.g. find request , such as finding requests within a building, property, or floor.
To activate this additional filter, simply use the sub-tree icon and select the desired "root" object:
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Now, this widget will only display request objects only in this sub-tree. To view all requests, please use the "clear" button.
Workflow
Every Each request can be transitioned progress through various workflow steps. Actions
The actions that are available to the current user and in match the current Request request state , will will be presented displayed as action buttons, as visible on shown in the image below:
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Workflow transitions can also be performed directly from the Dashboard. Additionally, Go to Request, Assign to me and Assign to operations are available:
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Go to Request button will take you directly to the drawing that this request belongs to.
Assign to me me button will assign the selected request to you.
Assign to... button will open up a user picker, so that allowing you can to assign this request to someone else. Please note that this user must have the Change Manager role to be able in order to see the assigned request.
Action buttons: at the end, action buttons are presented . They depend based on specific request state and your privileges. (Screenshot presents Submit and Discard action buttons)
You can check a review the history of transitions in the History tab. Every
Each section presented there represents single transition performed form a single transition from a given state to a new resulting state. A user It also displays the user's name and the time of the transition is also shown.
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Primary workflow steps available for Change Requests:
Request State | Description | User Rights | Available Transitions | System Events |
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New | A request is created by the user | Roles
Actions / State
| Operation: Submit Results in Open state Available to: Owner Operation: Discard Results in: Request id deleted Available to: Owner | (no events) |
Open | A request is submitted for processing | Actions / State
| Operation: Start Progress Results in In Progress state Available to: Change Manager Operation: Edit Results in New state Available to: Owner Operation: Resolve Results in Resolved state Available to: Owner, Change Manager | "Change Request Created" Event Owner: Request Owner Event Target: None |
In Progress | Request is being handled. | Actions / State
| Operation: Resolve Results in Resolved state Available to: Change Manager (Assignee?) | "Change Request Processing" Event Owner: Request processor Event Target: Request Owner |
Resolved | Request is resolved. | Actions / State
| Operation: none available | "Change Request Resolved" Event Owner: Request assignee Event Target: Request Owner |
Security
Actions available for The actions that can be performed on a specific Change Request are dependent depend on both the system roles and the user's relation to a the given Change Request.
A user can be related 's relation to a given request and have can result in dynamic roles by being an, such as:
Owner - a the user that has who created that the request
Assignee - a the user that is assigned to this request
There Additionally, there are also general system roles:
Change Manager - enables a user with this role will be able to manage all requests in the system (review, assign, transition etc)
Change Reporter - allows a user with this role will be able to create new requests (report changes)
A User with
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only the "Change Reporter" role will have permission to manage their own requests. Further limitations
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may apply
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based on the request state.
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Notifications
Key System notifications will be triggered by key actions related to Change Requests will trigger system notifications that , which can be managed in the Notifications area. (For more information see , see Notifications)
Notifications relate The notifications are related to Change Requests:
Request Created
Request User Assigned
Request State Changed
Request New Comment
Create XLS report from Change Request list
Change Now, the change request list from the Dashboard can now be exported to an XLS file.
Function should respect filter settings made so that only The function is designed to respect any filter settings applied, ensuring that only the viewed rows in the list are reportedincluded in the report.
New button Export was A new button labeled Export has been added to the Manage Change Request window in Dashboard.
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This is a task that will be listed under Server task window as Change Request Export and the report can be downloaded after clicking on icon in Get Result column.
Rich
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Text Editing for Change Request Comments
The change request comments now support rich text editing capabilities for improved , enhancing communication. Due to limited space we only provide In this limited space, we offer basic editing options likesuch as:
bulleted Bulleted or numbered listlists
Support for links support
text Text color and highlighthighlighting
basic Basic formatting (italic, bold, etc.)
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