Unified Change Management

Configuring Impact Analysis Views

To configure an Impact Analysis View, first create the necessary Query Definitions (QD) (see QD admin guide) and Tree Grid Views (TGV) (see TGV admin guide) for specific item type, such as Part (for item types used in Change Management).

  • First column of TGV should define Data Template with id, type provided (like {"id": "{CAD.id}", “type": “CAD"})

Creating Impact Analysis Views

  1. Log in with Change Administrator privileges
    • Sign in as a member of the Change Administrators group.
  2. Navigate Impact Analysis Views
    • Navigate to Table of Contents → Unified Change Management → Configuration → Impact Analysis View.
    • Click Create New to open a new Impact Analysis View form.

  3. Fill in the required properties:
Field
Description
Requirements
Name
Identifier for the view
Required. Maximum 128 characters. Use descriptive names that indicate the view’s purpose (e.g., “Engineering Part Structure”).
Context Item Type
Target Item Type
Required. Select Item for which the View is created.
Tree Grid View
TGV to be shown
Required. Select an existing TGV with the same Context Item Type.
Description
Explanation of View
Optional but recommended. Document what the view show.

Configuring Impact Analysis View usage

Add Impact Analysis View to Change Process Definition

  • Log in with Change Administrator privileges
    • Sign in as a member of the Change Administrators group.
  • Add Impact Analysis View to Change Item
    • Navigate to Table of Contents → Unified Change Management → Configuration → Change Process Definition.
    • Open Change Process Definition, click Edit.
    • Go to Impact Analysis Views tab, add corresponding Impact Analysis View to the list
    • Fill in the required properties:
Field
Description
Requirements
Sequence
Views order, grouped by Context Item type
Required. Determines the order in which Impact Analysis Views appear in dropdown menu, and which view loads first by default.
Affected Item Relationship
Change Item relationship
Required. Specifies the target for the “Add to Change” button, defining how items are related to the change process.