Manual Promotion and Revise

Items can be released and/or revised either via change processes or manually. The change management processes can automatically release the Items where Life Cycles are automatically controlled by Workflows if these Items are in the affected items list. If an item has never been released or revised via a change process, it is possible to release and revise it manually. This section describes the manual process. For details on the release and revise features with change management, refer to section Change Management.

Manual release and revise features are available only when all the following criteria are true:

• No generations of the Item have been previously released or revised via a change process.
• The Item is not claimed.
• The user performing the action is the Assigned Creator of the Item.

In the default Item Life Cycle, the Assigned Creator can manually promote an Item to its next life cycle state if the requirements for manual release and revision are met, and if there is a state available.

An Item can be promoted from either the Item view or its context menu in the Items Search Grid.

To promote an Item using its view:

1. Open the Item.
2. On the Item toolbar, click Promote

3. In the promotion dialog, select the desired state to promote the Item to by either:

   1. Double-clicking the state to which the item should be promoted.
   2. Clicking the state to promote to and then clicking Promote to Selected State.

To promote an Item using its context menu:

1. Go to the Items Search Grid.

2. Right-click the Item and then click Promote.

   

   

   Figure 25.

3. In the promotion dialog, select the desired state to promote the Item to by either:

   1. Double-clicking the state to which the item should be promoted.
   2. Clicking the state to promote to and then clicking Promote to Selected State.

In addition to the manual promotion feature, you can release an Item in one action. In the default Item Life Cycle, the Assigned Creator can manually promote an Item to the Released state if the requirements for manual release are met by using either the Item view or its context menu in the Items Search Grid.

To release an Item using its view:

1. Open the Item.
2. On the Item toolbar, click More -> Manual Release.

The promoted Item gets the Released value in the State field. The plus button also appears in the Revision field for manual revision.

Figure 26.

To release an Item using its context menu:

1. Go to the Items Search Grid.
2. Right-click the Item and then click More Manual Release.

Figure 27.

The Assigned Creator can manually create a new major revision of an Item if the above-mentioned requirements for manual revision are met and if the Item is in the Released state either from the Item view or from the Item’s context menu in the Items Search Grid.

To revise an Item manually using its view:

1. Open the Item.

2. Use one of the following options:

   1. On the Item toolbar, click More -> Create New Revision.
   2. Click the + button next to the Revision field and select OK in the confirmation prompt.

Figure 28.

The revised Item gets the new major value in the Revision field and the Preliminary state. Under Revision, the plus button disappears.

Figure 29.

Use the following procedure to revise an Item using its context menu:

1. Go to the Items Search Grid.
2. Right-click the Item, and then click More →Create New Revision.

Figure 30.