Change Management Teams
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To access or create a Team, click the Navigation icon
to access the Table of Contents (TOC) and click Administration → Teams. You can search for existing teams or create new ones. The following figure shows the Product Team form.
The Product Team is used by default in the Express ECO and Express DCO Change Items.
As an Administrator, you must populate the Teams with all the Team Roles necessary for the Express Change Items used at your company:
- Team Manager—plans and reviews the changes.
- Team Member—reviews and implements the changes. Some Workflows require several Team Members, e.g., one assigns a Review Task to another.
- Team Guest—is used for notifying a specific Identity not involved in the Workflow.
- Team—is used when it is necessary to notify the whole Team.
Within a Team, one Identity can have several Roles and several Identities can have the same Role.
Changing the Default Team on Express Change Items
When you create an Express Change Item, the Team property is prepopulated with Product Team by default.
The Client Events accordion tab of each Express Change ItemType Item view includes the PE_SetTeam Method, which defines the default Team. The OnAfterNew Event invokes the method.