Change Request back to draft

[juliekirkeeide]

Does anyone allow users to send Change Request back to draft at will?   So, rather than sending it back to Draft only based on a rejection, allow a user to click a 'reset' button or somehow manually send it back to Draft?

[HugoFirst]

Yes, we do.   The user can just set the state to Draft whenever they want.

Of course, the penalty for this is that the change request must go thru the approval again when the change is resubmitted.

What is your use case?

[juliekirkeeide]

Technicians frequently need to modify a Change Request. Perhaps to fix a typo, add a configuration item, update testing procedure, etc.   Currently, they need to contact an approval group to ask them to reject the CR so it goes back to Draft for the modification and then the CR needs to be approved again.   I would like to create a button or some easy way for them to put it back to Draft themselves.   Is there an OOB widget for this or would I create a UI Action to make this happen?

[HugoFirst]

We have the same use case, and another one which is related.

The short answer to your question is, Yes, you can make a UI action to do this.

Let me also describe our related use case which may be of interest to you.

The use case is one where the change is in process, and the technician is working a change task.

During the task, something comes up which was not documented in the description of the task.

So we permit the technician to update the description, but in a way that makes it obvious there was a change.   This is important in the event that the change acts as a reference for future changes.

We have 2 checkboxes near the description field.   One is to unlock the description field ( which is set to readonly once the change is submitted ).   The user may then update the description.   The second checkbox is checked by a client script when the description is actually changed.   Here's an image of the pertinent part of the form:

[juliekirkeeide]

That's interesting. I did not think of doing something like that. Do you do this on other fields too or only 'Description..'?   Is there any notification sent out to anyone that the change request has been modified?