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Tag: Change Requests

Understanding Change Request Workflows and Transitions

September 12, 2016 Dovetail Agent includes support for Change Requests.  Recall that a change request is a task you create in response to a reported software bug, hardware defect, or enhancement request. As Change Requests are worked, they follow a workflow process. We use Statuses and Transitions to define the process, and define who can move the Change Request through its workflow steps. Technically, Cases also support a workflow and defined transition. It’s just a very simple one. We can use Cases as a simple example before moving on to the more robust workflow options with Change Requests.   Case Workflows Cases have just 2 conditions: Open, and Closed. A case can move from Open to Closed, and from Closed to Open. Within each of those conditions, there are also a set of allowable statuses. For example: Open status options may be: Researching,…

Dovetail Agent 12 – now with Change Requests

September 6, 2016 The recent release of Dovetail Agent 12 adds support for Change Requests. This post will walk through an overview of Change Request functionality within the app.What is a Change Request?From the Clarify documentation:A change request is a task you create in response to a reported software bug, hardware defect, or enhancement request. It constitutes a complete and formal record of the problem or enhancement request, and what has been done to fix the problem or implement the enhancement.Overview of FeaturesCreate and Edit Change RequestsWorkflow: Accept, Assign, Dispatch, Forward, Reject, YankStatus Changes:  Fix, Fix Failed, Close, Close as Duplicate,ReopenActions: Log Email, Log Notes, Replicate Change RequestChange Requests are available in My Work, Queries, and Recent ItemsBatch actions are available from My Work and other queries QueryingNaturally, the querying functionality includes support for Change Requests.Users can create their own queries, share queries, favorite…