A change specifies a particular task, and the labor, materials,
services, and tools needed to complete the task.
Change management plans
After you create a change, you can use the Plans tab
to specify estimates for labor, craft, materials, services, and tools.
you also can add child changes and create tasks for the change.
Changes
A change specifies the asset, location, and the work required.
You can apply service level agreements and assign ownership. The status
of the change is modified as it moves through processing cycle. Duplicating
a change can save time when you need to create a change with similar
information.
Work packages
When you create a work package, you group existing change
under a new parent change. A work package can be useful, for example,
when you have a change with 100 separate tasks and 90 of the tasks
have been completed. You can group the remaining 10 tasks into a work
package with a new parent change. The 10 tasks become tasks under
the new change, and any change that are not tasks become children
of the new change.
Actuals on changes
As work progresses on the change, you can report the actual
labor hours, materials, and tools used.
Record relationships
Relationships between records, such as tickets and work
orders, help simplify record management. You can create record relationships
manually, or relationships might be created automatically when you
take certain actions.
Measurement points for work assets on changes
Work assets on a change can have measurement points, which
allow you to track the usage of your assets. You can add measurement
points to a change until the change is closed.
Preventive maintenance work alerts
To help reduce the downtime of an asset, you can use PM
Alerts to be notified of pending preventive maintenance work that
is due near the time that an asset is being repaired or a work order
(a change, release, activity, or work order) is generated against
a location. With the help of PM Alerts, you can save time and money
by performing upcoming routine maintenance while performing non-routine
repairs.
Work record approval
When work records, such as work orders, changes, and releases,
have a status of Waiting on Approval, you can change the status to
Approved.
Linear segment details
You use the Linear Segment Details section to locate a linear segment or point on a linear asset. The Linear Segment Details section, which displays on tabs in several applications, appears only if you are working with a linear asset.
Rules for modifying archived changes
Closed and canceled changes are archived, and become historical
records. You might be able to add additional information to a historical
record by using the Edit History Change action.
Deletion rules for changes
For auditing purposes, you cannot always delete changes.
If you cannot delete a specific change, you can stop all action on
a change by changing the status to canceled.