Since 3.8.0

Introduction

Users should be able to create a change request that is related to a specific drawing.

A change request comprises graphical and textual notes linked with a drawing and the objects within it (spots that pertain to objects). By utilizing these tools, along with comments, users can effectively communicate the necessary changes.

Subsequently, another staff member (Change Manager) can take over the request, process it, and ultimately resolve it.

The security (access and modification) pertaining to change requests is regulated based on the request state (workflow step) as well as the user's role in the system.

Creating and Managing Requests

To initiate a new request, open the desired drawing and click on the Manage Change Requests icon located on the mode toolbar:

Open

On the side, a panel displays all active Change Requests for this drawing.

Depending on your security rights in this context, you will see different available options.

Click on the "New request" button to create a new request. Fill in the label for the request and then select "Add."

Open

With a new request, a special request layer will be created and loaded automatically.

All changes made on the drawing will be strictly bound to this layer and request. You can use any redline tools to create a request markup. 

Use the comments section to add additional notes or post a reply.

Another user with sufficient privileges will be able to reply to your comments. 

Printing Change Request Content

The printing functionality is accessible in both 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. To do so, first open the desired change request as illustrated below:

Now choose either Quick Print, Image View or Print Preview. Print Preview mode is shown in the image below:

Activation of Change Request print is confirmed by additional status message:

Dashboard 

General Dashboard Widgets

Requests displayed in the main interface alongside a selected drawing are specifically related to that drawing.

For managing, filtering, assigning, or transitioning other requests, you can utilize configurable dashboard panels.

To add the "Manage Change Requests" widget, access the add widget menu. The widget configuration options allow you to choose the type of requests to be displayed in this specific widget. Requests can be filtered by workflow state, reporter (owner), or assignee.

Additionally, you have the option to add more widgets of the same type and customize them to obtain views on different data. For instance, one widget can display requests reported by you while another can show all unassigned (open) requests.

Widget configurations are saved in your profile.

Dedicated Change Requests Dashboard

A dedicated Change Requests dashboard can be accessed from a module selector:

A Change Requests dashboard view:

Available sections:

1. List of change requests with filtering

2. Document metadata (This is a document that the Change Request relates to)

3. A list of Document locations - all locations where this document is linked to

4. Comments and history of transitions for selected Change Request

5. Document View

Possibility to View Request Details on Dashboard

Users do not always want to navigate to the document to view request details such as comments or transition history. These details are now available directly on the dashboard.

Simply use the "Info" button to open the details panel:

Possibility to 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.

Start by selecting a request in the dashboard:

The **Go to Request ** function has been updated to take you directly to the desired document, automatically entering Change Request mode and loading the single selected request.

After using this navigation, the Viewer will be in "Single request mode," with other requests not being visible. To view all active requests, please use the "Show all" button.

Additionally, please be aware that the requests listing will reset upon loading a new document.

Filter "Change Management" issues by parent object

When basic filters are insufficient, users can now search for Change Requests within a specified sub-tree, 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:

Now, this widget will only display request objects in this sub-tree. To view all requests, please use the "clear" button.

Workflow

Each request can progress through various workflow steps.

The actions that are available to the current user and match the current request state will be displayed as action buttons, as shown in the image below:

Workflow transitions can also be performed directly from the Dashboard. Additionally, Go to Request, Assign to me and Assign to operations are available:

• Go to Request button will take you directly to the drawing that this request belongs to.

• Assign to me button will assign the selected request to you.

• Assign to... button will open up a user picker, allowing you to assign this request to someone else. Please note that this user must have the Change Manager role in order to see the assigned request.

• Action buttons: at the end, action buttons are presented based on specific request state and your privileges. (Screenshot presents Submit and Discard action buttons)

You can review the history of transitions in the History tab.

Each section presented there represents a single transition from a given state to a new resulting state. It also displays the user's name and the time of the transition.

Primary workflow steps available for Change Requests:

Security

The actions that can be performed on a specific Change Request depend on both the system roles and the user's relation to the given Change Request.

A user's relation to a request can result in dynamic roles, such as:

• Owner - the user who created the request

• Assignee - the user assigned to this request

‌Additionally, there are general system roles:

• Change Manager - enables a user to manage all requests in the system (review, assign, transition etc)

• Change Reporter - allows a user to create new requests (report changes)

A User with only the "Change Reporter" role will have permission to manage their own requests. Further limitations may apply based on the request state.

Notifications

System notifications will be triggered by key actions related to Change Requests, which can be managed in the Notifications area. (For more information, see Notifications)

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

Now, the change request list from the Dashboard can be exported to an XLS file. The function is designed to respect any filter settings applied, ensuring that only the viewed rows in the list are included in the report.

A new button labeled Export has been added to the Manage Change Request window in Dashboard.

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 Text Editing for Change Request Comments

The change request comments now support rich text editing capabilities, enhancing communication. In this limited space, we offer basic editing options such as:

• Bulleted or numbered lists

• Support for links

• Text color and highlighting

• Basic formatting (italic, bold, etc.)