- Search-Edit CC Requests

Searching and Editing Change Control Records

Searching Change Control Records

There are currently 10 filters to help locate a change control record or to produce a report based on specific criteria:

  • Search - a change control record “Index”, “Name” or text from the “Description” field can be entered here
  • OU - every change control record belongs in an Organisational Unit; the dropdown menu only shows OUs where the user has ‘change control’ permissions
  • Status - one of the following possible statuses can be selected from the dropdown menu:
    • “Blank” - includes all statuses
    • Active - includes records, “Awaiting Triage”, “Awaiting Implementation”, “Awaiting Review” or “Awaiting Verification”
    • Awaiting Triage
    • Awaiting Implementation
    • Awaiting Review
    • Awaiting Verification
    • Complete
    • Cancelled
    • Rejected
  • Category - a dropdown menu of existing user created categories
  • Risk Level - all existing user created risk levels should be available to pick from
  • Change Owner - select one of the owners listed (only users who have been declared as owners will be listed); ‘blank’ selects all; ‘Not assigned’ brings up records without an owner
  • Requested By - select one of the users listed; ‘blank’ selects all; ‘Not assigned’ brings up records where this field hasn’t been filled
  • Implemented By - select one of the users listed; ‘blank’ selects all; ‘Not assigned’ brings up records where a person hasn’t been assigned implementation
  • Date - looks for one of the following parameters between, Date is after and Date is before (dates picked from a pop-up calendar):
    • Triage On - date of triage
    • Requested Impl Date - date when the implementation was initially intended to be done
    • Implemented On - date the implementation was actually completed
    • Follow-up Due Date - intended follow-up review date
    • Followed-up On - date the review was actually performed
  • Order Results By - the list can be ordered in one of the following ways:
    • Name (A-Z) (default)
    • Name (Z-A)
    • Date Submitted (Newest first)
    • Date Submitted (Oldest first)
    • Created At (Newest first)
    • Created At (Oldest first)
    • Target Implementation (Newest first)
    • Target Implementation (Oldest first)
    • Implemented On (Newest first)
    • Implemented On (Oldest first)

Any combination of the criteria above will yield a list of results which can be exported in spreadsheet form (CSV) by clicking the link with the Excel icon, Export Results.

Viewing and Editing Change Control Records

To open any change control record, locate it in the results area and simply click anywhere in its row.
New requests are marked with the tag, “NEW” to help make them easily visible to users checking the tab without having been notified of recent entries.

A given change control record can be edited by those who have permission to manage change control records in the OU of the record or who have been assigned a task in that record (including implementing, reviewing or verifying it).

Anyone who can manage the change control record can Cancel it at any time but they must provide a reason and the action will be logged. As mentioned above, records that have been cancelled can still be opened to inspect the Log tab.

A change control record can also be deleted at any time and in this case, access is lost to any work done on it. However, a Reason For Deletion must be entered before the button, Delete Permanently can be pressed. This information is only accessible by the Genial support team and it can be requested if necessary ([email protected]).

The permission, Records:Delete Records is required to view the option, Delete this Change Control, in the Actions dropdown menu. The Go button must be clicked to trigger it.

This is the last article in this series on Change Control.
The previous article discusses Managing Change Control Records.