Stages of the Change Request case type
By default, the Change Request case type is the subcase that is created in the first stage of the Revision case type life cycle.
The Change Request case type defines the way that change requests are created, submitted, and resolved. You can modify the stages, steps, processes, or assignments that are part of the Change Request case type to make it simpler or more complex, depending on the business needs.
The primary path in the Change Request case type is represented by the following stages:
|Create||Define Changes||Final||Provide change request details.|
|Create Change Request||Final||Create a change request through the designated activity.|
|Open||View Change Request||Available||Review the change request. Optionally, update change request details or withdraw it.|
|Submit for testing||Submit for testing||Pending-Testing||Simulate and test the changes of this change request, before submitting and completing it. Open a Next-Best-Action Designer configuration rule, action rule, or proposition filter rule, and run audience simulations.|
|Submit||Submit Changes||Final||Submit the change request for review and approval.|
|Approval Required?||Available||Decide whether approval is required.|
|Approve||Approve Changes||Available||View the list of rules for approval.|
|Reassign||Reassign CR||Final||View the rules in the change request to assign back to the originator.|
The situations in which you cancel, withdraw, or reject change requests are represented by the following alternate stages:
|Withdraw||Withdraw Changes||Final||Withdraw a change request in-progress.|
|Reject||Reject Changes||Final||Reject the change request after it has been reviewed.|Previous topic Simulating your revision changes Next topic Troubleshooting decision management components