How Change Requests Work

Published Date: May 6, 2024

Validated: Yes

Audience: Everyone

Products and Versions Covered:

• Jama Connect® 

Summary

Change Requests allow users to manage items that may require further editing. While the Change Request widget (tab)can be added to any Item Type by the Organization administrator, it is recommended to use the Change Request Item Type itself to facilitate this functionality efficiently.

Resolution

Adding a Change Request

1. For ease of use, create a Set named “Change Requests” and include the Change Request Item Type.

2. Create a new Change Request Item within the Set.

3. Open the Change Request tab labeled “Items to be Changed.”

4. Click “Associate Item(s)” to add items to the Change Request.

   • The Associate Item(s) explorer opens on the right side of the screen, similar to creating relationships.

   • Locate and highlight the items you wish to associate, then click Associate.

Items to Be Changed

• Items included in a Change Request automatically receive an additional tab to indicate they are under consideration.

• Each item in the Change Request tab displays:

  • The Starting Version when the Change Request was introduced

  • The Ending Version of the item that completes the Change Request

• If the Ending Version is blank, the Change Request for that item has not been completed.

Note:

• An item with the Change Request tab enabled is, by definition, a Change Request.

• Change Requests cannot be associated with another Change Request Item.

• It is recommended that the Change Request author/moderator locks the Change Request to prevent concurrent edits, allowing controlled approval and closure of requested items.

Editing or Updating Items to Be Changed

• The Starting and Ending Versions of items can be updated only from within the Change Request itself, not directly on the item.

• Even if the Change Request is locked, associations can still be modified.

Closing the Change Request

• Click “Close Change Request” from the Actions menu within the Change Request tab.

• This action inserts the current version for all items on the Change Request that do not have an Ending Version.

Note:

• The Change Request functionality does not automate any processes; it is solely a mechanism for tracking requested changes.
   

Additional Resources

• Change Requests
• Success Programs
• Success Catalog
• Datasheets
• Request a Solution Offering or Training from the Success Catalog

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