Editing CM Rules

Purpose

Follow this procedure when you want to edit the Change Management Rules for a request or item type.

PRIVILEGES  Manage Object Types

To edit the CM Rules:

1. From the Object Types main window, select the request or item type whose CM Rules you want to edit.

2. Click the CM Rules tab in the content pane.

3. Click the  button in the content pane. The Edit CM Rules dialog box appears.

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

5. For item types, set the rules to coordinate items with request states in the Require Request Rules section.

6. For request types, map lifecycle states to phases in the Lifecycle Phase Rules section, and set the Dependent Request Rule.

7. When you have finished, click OK to commit the details.

Related Topics

Edit CM Rules Dialog Box

About Change Management Rules