Common user tasks

Here are some common tasks you can perform in the User interface.

Starting sessions

To start sessions, see Starting user sessions.

Change requests

  • Submitting change requests

    To begin tracking a change, submit a change request into the system. A change request describes the change and provides additional information, such as whether the change is intended to fix a defect or make an enhancement. You can set your default submit form from the General Preferences tab of the Settings dialog box. For detailed steps, see Submitting change requests.

    To see the change request process diagram, go to Change requests, tasks, and controlled objects.

  • Showing or modifying change requests

    To view a change request, click CR in the Action Panel, type the change request number into the adjacent field, and then click Show, or press Enter. This action opens the Change Request Information dialog box in the Dialog Panel.

    Using this dialog box, you also can modify the properties of a change request or transition the change request to another state within a lifecycle.
    • Modifying properties

      You can modify any CR property that has an editable control field located next to it (such as textbox or list box). Change the property and click Save. For detailed steps, see Showing or modifying change requests.

    • Transitioning change requests
      You can move a CR from one state to another by clicking a transition link from the Transition bar. For detailed steps, see Transitioning change requests.
      Note: You might or might not be able to modify certain properties or perform transitions based upon what user privileges you have and the security rules defined for your process. Click the More Info link on the Change Request Information or Change Request Transition dialog box for details.

Tasks

  • Showing tasks

    To view any task, click Task in the Action Panel, type the task number into the adjacent field, and then click Show, or press Enter. This action opens the Task Information dialog box in the Dialog Panel. For detailed steps, see Showing tasks.

  • Modifying and transitioning properties

    Using the Task Information dialog box, you can modify the properties of a task or transition it.

    You can modify any task property that has an editable control field located next to it (such as textbox or list box). Change the property and click Save.

    You can move a task from one state to another by clicking a transition link from the Transition bar.

    For detailed steps, see Changing task attributes.

Queries and reports

  • Running and saving queries

    Use the Queries dialog box to build a report by combining a query and a format. The query and format might be predefined or you can create your own. This feature gives you the flexibility of determining what is queried for and how it is displayed.

    To open the Queries dialog box, click the Queries link in the Action Panel. Then, select a query and a format and run a report on either change requests or tasks. For detailed steps, see Working with queries.

  • Running and saving reports

    Use the Reports dialog box to run an existing report. Reports conveniently combine a query and format together. To display the Reports dialog box, click the Reports link in the Action Panel. Then click the report you want to run. For detailed steps, see Working with reports.

  • Using the Report Builder feature

    Use the Report Builder dialog box to design reports that contain all the information needed to track CRs, tasks, and objects. This dialog box is available in the User interface when you log on and have the ReportBuilder privilege.

    For information about setting up and using the Report Builder feature, see Using Report Builder in Rational Change.

Searches

Use the Advanced Search dialog box to search for change requests and tasks based on a string of text. Any or all databases known by Rational Change can be searched.

To search, click the Advanced Search link in the Action Panel. Select the appropriate scope (such as Change Requests, Tasks, or Both) from the Search for list and check the wanted databases. Enter the search string and click Search.

Alternatively, type a search string into the Action Panel text input field, and then click the Search button to the right (or press Enter). This action searches the current database for the type of object indicated by the radio buttons and displays the search results sorted by relevance. For detailed steps, see Search tips.

User settings

Use the Settings dialog box to view your profile settings and change your preferences. To open the Settings dialog box, click the Settings link in the Action Panel. Then click one of the following tabs:
  • Profile

    Use the Profile tab to view your personal information, including your name and email address. This is a read-only view. If the information is incorrect, ask your Rational Directory Server administrator to update it. For detailed steps, see Viewing user profiles and changing passwords.

  • Password

    Use the Password tab to change your password. For detailed steps, see Viewing user profiles and changing passwords.

  • General Preferences

    Use the General Preferences tab to change various preferences, including font size, your default submit form, and more. For detailed steps, see Setting general preferences.

  • Submission Preferences

    Use the Submission Preferences tab to give certain attributes default values on submit forms. This feature makes filling out the form faster by presetting fields that seldom change. For detailed steps, see Setting attribute values for submission forms.

Project security

Click the Projects link in the Action Panel to manage project security in the User interface. This link is available only to users who are administrators or editors of a project. For detailed steps, see Managing project security.


Feedback