Defining CM Rules

Purpose

Follow this procedure when you want to define the change management rules for controlling the development of request types for a particular product.

PRIVILEGES  Manage Object Types

Constraints

This function is available for requests only.

A request cannot be related to another request if rules are in force for one of their types and not for the other.

To define CM rules for a Request Type:

1. From the Lifecycles main window, click the top level node:  in the navigation pane.

2. Click the name link of the lifecycle associated with the request type in the content pane. The Edit Lifecycle dialog box appears.

3. Select the request type for which you want to define the rules in the filter bar.

4. Do one of the following:

• Click the state for which you want to define the rule in the Lifecycle Model

• Choose the state from the list in the filter bar.

5. Click the Phases: button. This will display the Edit CM Rules dialog box.

6. To enforce CM rules, select Yes for the Enable CM Rules field.

7. Map lifecycle states to phases in the Lifecycle Phase Rules section, and set the Dependent Request Rule.

8. When you have finished, click OK.

Related Topics

Edit CM Rules Dialog Box

The Edit Lifecycle Dialog Box