This document provides information about the Changes screen, which allows you to manage change requests created in the system. It includes access to status, access group, related dates, and available actions for each record.
Path to access
- On Segura®, in the navigation bar, hover over the Products menu and select Change Audit.
- In the side menu, select Changes.
Actions menu
| Item | Type | Description |
|---|---|---|
| Add | Button | Redirects to the Change registration screen. |
| Actions | Dropdown menu | Displays the options Print report, Export CSV, and Schedule report. |
Search fields
| Item | Type | Description |
|---|---|---|
| ID | Text field | Filters records by the request ID. |
| Change ID | Text field | Filters records by the change identifier. |
| Título | Text field | Filters records by the configured title. |
| Status | Dropdown menu | Filters records by status. Options are Waiting approval, Approved, Rejected, Cancelled, Executed, and Partially executed. Clear the field to enable the All option. |
| Access Group | Dropdown menu | Filters records by the related access group. Clear the field to enable the All option. |
| Start Date/Time | Date picker | Filters records by the start date and time of the change. |
| Due Date/Time | Date picker | Filters records by the due date and time of the change. |
| Enabled | Dropdown menu | Filters records by activation status. Options are Yes or No. Clear the field to enable the All option. |
Report fields
- ID.
- Change ID.
- Title.
- Status.
- Access Group.
- Start Date/time.
- Due Date/Time.
- Enabled.
- Actions:
- Edit: opens the Change editing screen.
- Disable: disables the change request. Click Yes in the confirmation dialog to proceed.
- Details: displays additional information about the selected change.
Info
By default, the report displays 30 records per screen. To go to the next screen, click the forward buttons at the end of the report.
Add/Edit Change screen
This section provides information about the Add Change and Edit Change screens, which share the same fields.
Main Information tab
This tab provides information about the required data to complete a change request.
Change information section
| Item | Type | Required | Description |
|---|---|---|---|
| Change ID* | Text field | Yes | Defines the unique identifier of the change request. |
| Title* | Text field | Yes | Defines the name assigned to the change request. |
| Description | Text field | No | Field used to add additional information about the change. |
Change Window section
| Item | Type | Required | Description |
|---|---|---|---|
| Start date* | Date and time picker | Yes | Defines the planned start date and time of the change. |
| Due date* | Date and time picker | Yes | Defines the deadline date and time for completing the change. |
Access Settings section
| Item | Type | Required | Description |
|---|---|---|---|
| Access group* | Dropdown menu | Yes | Defines the group of users responsible for approving or executing the change. |
Script tab
This tab allows you to enter the script to be executed as part of the change process.
| Item | Type | Required | Description |
|---|---|---|---|
| Content* | Text field | Yes | Defines the script that will be executed as part of the change process. |
Review tab
Use the Review tab to check all the information entered in the previous tabs.