Adding Activities to a Change Request

Not all information is always available at the time the change request is created. When more information is gathered or additional actions are performed in evaluating or processing the change request, the activities, such as customer/supplier communication and meetings, can be tracked by adding activities to the Change Request record.

1. From the Change Request record, click the Activity tab.
2. Click Action > Add.
3. Enter a comment about the activity.
4. Click the Save button.
   Result: The activity has been added to the Change Request record.

See Also

Editing a Change Request

Deleting a Change Request

Owning a Change Request

Disowning a Change Request

Changing the Change Request Owner

Adding Attachments to a Change Request

Viewing Change Request Activities

Attaching a Change Request to a Change Order from the Change Request Record

Removing a Change Request from a Change Order

Closing a Change Request

Reopening a Change Request

Change Request Setup

Change Request End User Steps