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Managing Scheduled Changes

The Scheduled Changes page lists approved changes that have not executed yet.

Columns: Change Type, Bulk (a Bulk (n) badge on bulk changes), Target, Description, Requester, Approver, Scheduled Date, and a row actions menu. Target names the item the change applies to; hover it to copy it or to see the full value. A change that is one record inside a bulk operation carries a Bulk badge beside its target, and its row menu offers only View bulk change.

Filtering and Searching

  1. Use the Filters panel on the left to narrow the list:
    • Target — the exact name of one item, to list that item's scheduled changes (see Searching a Target's History)
    • Change type — the operation that will be performed
    • Requester — the user who submitted the change
    • Approver — the user who approved it
    • Change type, Requester, and Approver are searchable multi-selects, and each lists only the values present in the loaded changes. Selecting several values in one filter matches any of them; selections in different filters must all match.
  2. Type in the Search by keyword... box above the table to filter the changes currently in the table.
  3. Click Clear Filters to remove all filter selections and the target search, or Hide filters to collapse the panel.

Searching a Target's History

The Target field in the Filters panel lists every scheduled change for one item, rather than filtering the scheduled changes already in the table.

  1. In the Filters panel, type the item's name in the Target box.
  2. Press Enter. The table lists the scheduled changes recorded for that target.
  3. (Optional) Use the date range button below the Target box to limit the results to a period. It reads All time until you apply a range, and stays disabled until you have entered a target — hovering it beforehand shows Enter a target first.
  4. Click the X in the Target box to clear both the search and its date range.

The target search counts as one active filter, and Refresh data reloads its results.

The target must be an exact match. When nothing matches, the table shows No scheduled changes found with the hint Target must be an exact match.

Reviewing or Cancelling a Scheduled Change

  1. In the left sidebar, click Change Management > Scheduled Changes.
  2. Click the row menu (Open menu) on the change, then click Review change.
  3. The Scheduled Change Details shows Change Type, Item, Requester, Requester ID, Creation Date, Scheduled Date, Description, and the Before State / After State diff. Item names the specific item the change applies to, such as a phone number, and shows a dash (-) when the change doesn't have one.
  4. Click Cancel to cancel the scheduled change, or Close to leave it scheduled.

Warning: Cancelling a scheduled change means it will not execute at its scheduled date.

Updating a Record's Description

Records on all three pages have an editable description.

  1. Click the row menu (Open menu) on the record.
  2. Click Update description.
  3. The Update Description dialog opens ("Add or edit the description for this entry.").
  4. Enter or edit the Description.
  5. Click Save, or Cancel to discard your edits.