change calendar

[Bharath39]

How to create change calendar

Thanks and regards

[Community Alums]

Hi @Bharath39 ,

You can create a change schedule to view all scheduled changes, change tasks, blackout periods, maintenance windows for any given date, week, month, or year.

Before you begin

• You have activated Change Management - Change Schedule plugin (com.snc.change_management.soc).
• Role required: itil, sn_chg_soc.change_soc_admin, sn_change_role, sn_change_write roles, sn_change_write, or admin

Note:

• A user with an ITIL role can create a Change Schedule definition and view the schedule definition that they have created.
• An admin or a change schedule administrator can read or edit all Change Schedule definitions.

Procedure

1. Navigate to All > Change > Schedules > Change Schedules and click New.
2. On the form, fill in the fields.

   New Change Schedule form

   Field	Description
   Name	Name of the change schedule.
   Start date field	Field from the change request form that indicates the start date as an example planned start date.
   End date field	Field from the change request form that indicates the end date as an example planned end date.
   Condition	Conditions that determine which change requests display in the Change Schedule interface and the order in which those change requests are sorted.

3. Click Submit.
   The change schedule is displayed in the timeline view.

Also,

You can define a change schedule from a change schedule definition record. Change schedule definitions help you to define the content that displays in the change summary popover, the users, groups or roles with whom a schedule is to be shared, and related span style colors.

Before you begin

• You have activated Change Management - Change Schedule plugin (com.snc.change_management.soc).
• Role required: itil, sn_chg_soc.change_soc_admin, sn_change_role, sn_change_write roles, sn_change_write, or admin

About this task

To create a new Change Schedule, specify the start and end date fields that you want to be represented in the user interface and also specify the conditions to determine which change requests to display.

Procedure

1. Navigate to All > Change > Schedules > Change Schedule Definitions and click New.
2. On the form, fill in the fields.

   Change Schedule Definition form

   Field	Description
   Name	Name of the change schedule.
   Active	Check box to select if a schedule is active.
   Changes
   Start date field	Field from the change request form that determines the start date of the span.
   End date field	Field from the change request form that determines the end date of the span.
   Condition	Conditions which determine which change requests display in the Change Schedule interface and the order those change requests are sorted.
   Record Summary
   Left column fields	List of fields which appear on the left column of the record summary pop-up. The record summary pop-up appears when you click any span on the change schedule timeline.
   Right column fields	List of fields that appear on the right of the window when you click any span on the change schedule timeline. The record summary pop-up appears when you click any span on the change schedule timeline.
   Blackout and Maintenance
   Show blackout window	Check box to select if blackout window associated to a change request appears in the change schedule timeline.
   Blackout window color	Color to represent blackout window in the change schedule timeline.
   Show maintenance window	Check box to select if maintenance window associated to a change request appears in the change schedule.
   Maintenance window color	Color to represent maintenance window in the change schedule timeline.
   Sharing
   Share with	Option to share the schedule with everyone associated with the change or with specific users and groups.
   Owner	Owner of the change schedule.
   Group Owner	Group that owns a change schedule and has administrative rights to the change schedule.
   Related Link
   Show Schedule	Link to the change schedule that you have defined.
   Related Lists
   Related Definitions	Details of related child schedules
   Style Rules	Options to define style conditions to determine the color of a span using a condition builder. For example, if you want all changes of type Emergency to show as a red span, a span style can be defined for that condition.

3. Click Submit.

[johnrob18]

I have followed the instructions to create a change schedule but cannot see any maintainace records on the display - does this mean that the mainainance records need to be associated to a change record when they are created ?    

Show maintenance window

Check box to select if maintenance window associated to a change request appears in the change schedule.

[aholiday]

Realize your ask is from some time ago but on the chance others come across this,

A scheduled change needs to appear in context of change schedule view, also check schedule configuration to see maintenance / black out schedules turned on. 

For example, when I created a demo change record, maintenance and blackout schedules appeared in view along with the demo change record (see screenshot).