Change request options

To modify the current case record, select the Edit icon.

Add the case to your favorites by selecting Add to Favorites. After adding, the favorite icon will turn green.

Options allow you to perform actions related to the selected case. You can access the Options button from both the main view title menu bar and drawer menu bar.

The options available in the main view include:

• Refresh

  Use the refresh option to reload the current page at any time.

• New Article

  Quickly create a new knowledge article using information from the Change Request. The newly created article is automatically linked to the selected case and shown under the Details tab > Articles groupbox.

  For more details, please refer to Knowledge.

• Duplicate

  Create a new Change Request by copying details such as product, part and notes from the selected Change Request.

• Take Ownership

  Remove Change Request from the queue, and assign yourself as the primary representative for the selected Change Request.

• Review Guidance

  It provides step-by-step guidance on the different icons on the Change Request page.

• Design Control

  This option allows you to customize the screen.