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