Change Request Management in Sharepoint

Hi - I've read through pages and pages of online content on ticketing/support systems etc. and somehow still can't seem to find something that best
matches what I want to achieve - So hoping someone can help...
I work in an IT Development office, and we currently have a very poor process in place for when clients submit change requests for our products
(systems). This comprises of client fills out excel form and sends to mailbox (and most of the time, 10 other recipients not needing to be CC), we pick up email and manually copy to list on Sharepoint, we review request and update excel doc on sharepoint,
then email user to check sharepoint for updates. Alongside this, any additional requests for info, etc. are all done by phone/email amongst various members of the development team, and also any comments we make about the request (which should only be visible
to us) are held on a separate list. Finally, we have an issue that all of the costing information is put into a tab in the excel document, which in theory can be opened by anyone who visits the list on sharepoint.
The process I WANT to have in place is as follows:
Client can login to Sharepoint and see options to either review open requests (only seeing request ID/Name and status) or submit a new request
Client fills out form online to submit new request, upon submission 3 things happen:
A) Client receives auto email thanking for request and advising of lead times for response, ideally with a pdf or similar copy
of their submission
B) IT Team receive an email stating there is a new request submission, ideally with a pdf copy of the request
C) Request goes into a list on Sharepoint, and then appears in two areas, one where the clients can see the request name and status only, and a second where the development team can see all of the information,
and make internal comments on the record which are invisible to the client. Finally, the client should ideally be able to click through on the status list to see the full request and our response/costings etc. However only the requester should be able
to see this much information about their request
IT Team review request, update status and provide feedback inc. costings where appropriate. Each time the status is changed on the request, it should email
the requester to advise the record has been updated/moved forward
So far the best I can do is customise a form in Infopath to show how I want to layout the client submission form, and get that to go straight into a list. The list being visible to any user on our global Sharepoint site, including them being able to click
through and see any of the information listed.
I'm relatively new to Sharepoint, and although I've achieved quite a lot in the short time I've been working with it, I just cannot seem to get my head around how to best do this. So some help would be really appreciated!

Hi - I've tried downloading SPD2010 on another pc, and attempted to use this to create a new workflow where I could use the Copy List Item function. However everytime I go through the process of trying to add a new workflow to my list, it lets me type in
a title and description, press OK, and it tells me to wait a moment, then the box disappears and I'm left on the same screen I started on with no new workflow added? I've tried this over and over this evening with no joy...
On your other option to create a new list item and populate using other fields, A. will this mean I have to write the copy for every field in my list? (I have about 40-50 fields, and I have to create 5 of these workflows in order to move my process through
the way I need it to), and B. surely if I delete the list item after telling it to pull from the other list, wont my data then disappear also considering it's pulling from there?
Thanks.

Similar Messages

  • Creating a New Task in SOLMAN Change request Management

    Dear all,
    We are using SOLMAN 4.0 and scm functionality.In the change request screen we have a create follow up task(+ icon on top left).What is the use of this task,can we asign a task to some particular person?for example can i assign task to tester?If the task has not completed the task,while closing the correction will it give error?
    Please give your suggestions.
    Thanks in advance,
    Avinash.

    Hi,
    Pls click the check button(next to activate button)
    see the SLG1 log generated remove the errors shown in red.
    One it is done u press the refresh button & thn u cn create the task list
    chk
    https://websmp202.sap-ag.de/~sapdownload/011000358700000657692007E/ECTS_CHARM_SP12.PDF
    /people/dolores.correa/blog/2008/07/26/first-steps-to-work-with-change-request-management-scenario
    http://help.sap.com/saphelp_sm32/helpdata/en/0c/5b2160f6fa4b83a3674a210b1cdeb0/content.htm
    Regards
    Prakhar

  • Help me configure Change request management !!!

    Dear friends,
    I am Going to Configure Change request Management, so just to ensure that the configuration is not erronous, i would need Expert advise..
    Just want to know Clear few things before i proceed..
    I am also refering SPRO and related notes
    Scenario :
    I have two SYSTEMS SAP ECC 6.0 with System id R03 and Soluiton manager with SYSTEM id SOL,
    R03 has 3 clients, 300 600 700..
    In R03 300 is the development client, 600 is quality client, 700 is the production client.
    SOL has 2 clients, 100, 200
    With 200 as the production client.
    Q.1) <b>Do i have to configure CHARM in both the client (100 and 200 of SOLMAN).</b>
    Q.2) Initially I had tried to set CHARM in client 100 of solman, but later on realized that it has to be set up in client 200.
    When i logon to client 200 and  Execute IMG activity Spro-> sap soltion manger->basic settings-> sap solution manager system->activate integration with change request management.
    Then by default it take the previous client ( client 100) as the change request management client.
    ( as we know there are three steps in the above activity ), the other activity are executed properly, only prblem being that the default client is always set to 100, which should not be the case).
    I do get the prompt saying ( "The change request clent is set to clent 100, do u want to change to client 200, on clicking yes, still it is always set the same client 100 as charm client ")
    <b>Plz let me know what do i do to set the change request client to 200??</b>
    Q.3) Regarding TMS, we have local domain controller in solman and local domain in R3.
    We are planing to establish domain links between the two systems( ie both the domain controllers) ??
    Is this the right strategy ??
    <b>Any other method that u can recommend  ??</b>
    Q.4)One of the IMG activity says, Generate Destinations to client 000 of all the domain controllers..
    Whenever i do this these, destinations are created with errors, i am not able to create trusted RFC destinations without errors.
    When i logon to satellite domain controler and excecute sm59 there are 2 destinations created Trusted and BACK.
    These destinations works well,
    but when i logon to Solman, got to sm59 , when i test the TMW and TRUSTED rfc destinations  i test these destinations using Remote Logon i get error,
    " no authorization to logon as trusted system"
    I went thru one note which recomended Kernel upgrades to solve the problem,
    I r3 my kernel relaese is 700 with patch level 56, the note recomends to apply patch 80, did u have these problems??
    <b>what is your kernel patch levels in sateliite and solman systems.</b>
    Q.5) TO be able to raise tickets from R3 to solman we create RFC destinations.
    We also create RFC destinations to client 000 of all the sateliite system,
    <b>dont u think these RFC destinations might interfere with each other??</b>
    Q.6) Is there anyone who has successfully configured CHARM. Can you plz share the  configuration documents with me..
    Please note :
    <b>All the contributors would be handesomely rewarded with points .</b>

    Hi,
    Check this
    Note 128447 - Trusted/Trusting Systems
    For your Q4.
    Q3.)
    Establishing Domain link - That's the right way. Go ahead.
    These are the steps.
    <b>1.Define Transport Routes for System Landscape</b>
    assign exactly one development system to a production system, and that these two systems are connected by exactly one unique transport track. If a development system and a production system are connected by more than one transport track, this may lead to inconsistencies within the transport distribution. This type of transport configuration cannot be supported by Change Request Management, and may cause inconsistencies within the tools involved.
    <b>2. Activate Extended Transport Control</b>
    The CTC parameter should be '1'
    <b>3.Configure Transport Strategy</b>
    Deactivate the QA Approval.
    <b>4. Activate Trusted Services.</b>
    5.Activate Domain Links.
    You have to activate domain link between systems.
    6. Generate RFC Destinations to Client 000
    Hope this helps.
    feel free to revert back.
    --Ragu

  • SOLMAN- Change Request Management

    we have a request from one of our customers a big insurance company, to use the "change request management" out of the SOLMAN for non-SAP solutions.
    is it possible ? what are the advantages and disadvantages?
    thanks
    Amnon

    Hello Amnon,
    SAP Solution Manager as the name suggests is for managing the whole gamut of SAP and Non-SAP solutions in the IT Landscape of an organisation. It provides you the tool, content and gateway to create, operate, manage and monitor your solutions over time.
    Please use the following links which may help you in a better way....
    Manually registering a non-SAP system in SMSY
    http://www.sappro.com/downloads/NonSAPsystems.pdf
    SAP Solution Manager Ready
    SAP Solution Manager Ready
    A General overall discussion on Solution Manager http://www.sap.com/platform/netweaver/components/solutionmanager/index.epx
    Hope it helps.
    Cheers,
    Satish

  • Solman Change Request Management Issue - about create task list

    Dears,
        We are now using Solman ChangeRM. I have created a maintainance project and maintained its logical component and IMG project. when I want to create a task list for this project, a message"The project is not released. Hence cycle can not be created" poped. The message no. is /TMWFLOW/CONFIG_UI017. Where can I release the project?
    Thanks
    Roger

    Hi,
    Pls click the check button(next to activate button)
    see the SLG1 log generated remove the errors shown in red.
    One it is done u press the refresh button & thn u cn create the task list
    chk
    https://websmp202.sap-ag.de/~sapdownload/011000358700000657692007E/ECTS_CHARM_SP12.PDF
    /people/dolores.correa/blog/2008/07/26/first-steps-to-work-with-change-request-management-scenario
    http://help.sap.com/saphelp_sm32/helpdata/en/0c/5b2160f6fa4b83a3674a210b1cdeb0/content.htm
    Regards
    Prakhar

  • Change Request Management  "There is no task list for this project"

    Hello!
    I would like to use the functionality of CharM in SOLMAN 4.0.
    When I enter the Tcode /n/tmwflow/proj I receive the waring/error "There is no task list for this project" (/TMWFLOW/TRACK_N114)
    If I create my own task list via Task list --> create
    I get the warning "You cannot change task lists in the SAP namespace"
    What are the steps to define task list for my project?
    Do I need to configure SPRO ... --> Extended Configuration --> Schedule Manager?
    The second warning I get: "NO CTS projects created yet" or
    "The Solution Manager project does not have an active CTS project yet".
    How can these warnings/errors be corrected?
    Thank you very much!
    regards

    Hi,
    Pls click the check button(next to activate button)
    see the SLG1 log generated remove the errors shown in red.
    One it is done u press the refresh button & thn u cn create the task list
    chk
    https://websmp202.sap-ag.de/~sapdownload/011000358700000657692007E/ECTS_CHARM_SP12.PDF
    /people/dolores.correa/blog/2008/07/26/first-steps-to-work-with-change-request-management-scenario
    http://help.sap.com/saphelp_sm32/helpdata/en/0c/5b2160f6fa4b83a3674a210b1cdeb0/content.htm
    Regards
    Prakhar

  • Change of systemlandscape in Change Request Management

    Hi,
    We have a Systemlandscape with 4 SAP Systems. Now we would like to reduce the landscape to 3 systems. We use the Change Request Management and we work with urgent corrections. Which are the problems by changing the landscape?Which is the best approach to get from 4 to 3 Systems without loosing any transports?
    Best regards, S.Blaser

    Stefan,
    Have you checked SAP note 987927? It can help.
    Regards,
    Raquel Cunha

  • Change Request Management in Implementation projects or not?

    Hello guys,
    We are starting a Change Request Management project at a customer.  We discuss  in the blueprint phase whether we should be using it only for maintenance activities, and not for implementation projects.  We have some people that can be working both in maintenance and also in projects at the same time.
    We want to understand whether that scenario is possible and also whether is advisable.  We want to have control over the process, and therefore we should be restricting the creation of Transport Orders through SE01 so that we know that transport requests are created only by change document action.
    What are the drawback, difficulties, considerations you may consider in making that decision?  Is it logic to work that way or is it better just to implement it for the whole installation, including implementation projects?
    Esteban Hartzstein
    Edited by: Esteban Hartzstein on Jan 20, 2010 3:37 PM
    Edited by: Esteban Hartzstein on Jan 20, 2010 3:39 PM

    We want to have control over the process, and therefore we should be restricting the creation of Transport Orders through SE01 so that we know that transport requests are created only by change document action.
    this you can do either via SE03 / Display/Change Request Attributes  / SAP_TMWFLOW     Request created using Change Manager          X          X / Defaul for all client = Mandatory
    or
    you can achieve this by just activating the CHaRM in SolMan ( solar_project_admin / system landscape / CHARM)
    Nesimi

  • Change request management in solution manger release 7.1 or 7.0

    Hi All,
    Can any body please explain me how to configure change request management in solman release7.1 and if it is possible please send document to my below maild Id.
    And please let me know what are the steps needs to be done satellite systems, we have EP7.0 landscape also there .do we have to do any additional configuration for that in solman side?
    I appreciate for your prompt response
    Thanks in advance
    My Id: haritechies gamil.com
    Regards,
    Hari Prasad . L

    Hi
    Adding more to it
    Use the following link,
    /people/dolores.correa/blog/2008/07/26/first-steps-to-work-with-change-request-management-scenario
    https://websmp202.sap-ag.de/~sapdownload/011000358700000657692007E/ECTS_CHARM_SP12.PDF
    Regular correction
    https://websmp202.sap-ag.de/~sapidb/011000358700000086572008E.sim
    Later login to solman enter tcode SPRO and goto scenario specific Change Request management node and start configuring by
    going through the IMG Help and as per requirement.
    Create a maintenance project and Activate Charms
    https://websmp202.sap-ag.de/~sapidb/011000358700005479242006E.sim
    Regards
    Uday

  • How big effort it is to setup Change Request Management?

    We are interested in implementing Change Request Management into our Solution manager 7.0.
    What size of an effort in mandays it actually is and what kind of professional roles are required to set it up? Some background information for your responses:
    implementation project is already there in Solman (SOLAR01/02) and is already live
    satellite system connections within SMSY are already active
    no central CTS/CTS+ is currently in use
    when having CHARM it is assumed that also CTS+ should be used
    So, I guess we are in a typical situation where implementation project has ended and live and support organisation and tools are being setup. There we need CHARM and CTS+.
    I have read lots of SDN threads and blogs, but did not get a clear picture how big effort setting up CHARM is. Please note, I not looking for config guides now, just your experiences. Even if am not interested in config guides, could you at least describe the main steps that are necessary in setting up CHARM?
    br Kim

    Hi
    Adding more to it
    Use the following link,
    /people/dolores.correa/blog/2008/07/26/first-steps-to-work-with-change-request-management-scenario
    https://websmp202.sap-ag.de/~sapdownload/011000358700000657692007E/ECTS_CHARM_SP12.PDF
    Regular correction
    https://websmp202.sap-ag.de/~sapidb/011000358700000086572008E.sim
    Later login to solman enter tcode SPRO and goto scenario specific Change Request management node and start configuring by
    going through the IMG Help and as per requirement.
    Create a maintenance project and Activate Charms
    https://websmp202.sap-ag.de/~sapidb/011000358700005479242006E.sim
    Regards
    Uday

  • Solution Manager 3.2 SP 8- Change Request Management Configuration Problem

    Hi friends,
    We are in process of implementing SOLMAN 3.2 SP8 in our landscape.I am facing  problem in configuring change request management.
    When the developer is working on an urgent correction document we are facing a problem.The steps we are following are here under provided.
    Step 1 :
    Selected Action "In development" - > it created the transport request in the dev system.
    Step 2:
    Action "Log into System" -> made correction attached to the transport request manually and released the task.
    Step 3:
    Action "Release transport requests" -> The transport request in the development was released.
    Step 4:
    Went for action "Pass to correction" -> I am facing exceptions which conveys
    Status was reset by system
    A condition is not satisfied because of an exceptional situation
    Not all transport requests yet released
    And we would be thankful if you provide the authorization required for the different roles in the change request management.I have followed the help file of SOLMAN 3.2 and create the users as under
    User - Role
    SOCM_RQSTR - ZSAP_SOCM_REQUESTER
    (Derrived from SAP_SOCM_REQUESTER)
    SOCM_DVLPR - ZSAP_SOCM_DEVELOPER
    (Derrived from SAP_SOCM_DEVELOPER)
    SOCM_CHNGNGR - ZSAP_SOCM_CHANGE_MANAGER
    (Derrived from SAP_SOCM_CHANGE_MANAGER)
    SOCM_CHNGNGR - ZSAP_SOCM_IT_OPERATOR
    (Derrived from SAP_SOCM_IT_OPERATOR)
    Even then I am facing problems while developer creating transport requests and while logging into development system.
    I tried adding S_RFC,S_RFCACL auth objects to their roles but did not help.
    Pl. suggest.
    Thanks & Regards
    Mrutyunjay
    Message was edited by: Mrutyunjay Rao Dora

    Hi all,
    We are trying to implement the Change Request Management piece in Solution Manager 3.2. 
    We are facing the following issues which I think relate to the same reason:
    1)We have created a Maintenance Project in SOLAR_PROJECT_ADMIN and assigned it a logical component, which consists of our two system landscape (namely DEVàQAS). We have also created the IMG project in the DEV system and have distributed that IMG project to both the Solution manager system and the DEV system. Now we have to make the maintenance cycle and task list for that maintenance project, but as we select the project and click on “create project cycle” it shows the message "The project is not released. Hence cycle can not be created". It is showing the status of project as locked .How can we open or unlock the project to remove the error?
    2) Also after selecting the SMI project when we click on the button “CTS status switches” or “project specific Transport route” it responds with the error "Project landscape not configured; set the project status to "open" first ".
    3)When we click on “synchronize single project” it prompts for the login of connected system (Development System) and after login, it gives an error "Warning, problems during synchronization of the system Landscape".
    For Error resolution, we have checked the system landscape and it does not give us any errors. We have done that, both from the solution manager by going to the transaction SOLAR_PROJECT_ADMIN -->  >system landscape tab>selecting our logical component and doing a check by clicking the "Check system Landscape" button. It returns with "no Errors". We also did a check on the TMS configuration by logging directly on to the TMS domain controller system and checking the Transport routes. We have checked the RFC connections without any errors.
    Any help would be greatly appreciated.
    Thanks
    Abhi

  • Document for Change request Management in Solution Manager

    Hi,
    We are setting up Solution Manager. I know service desk configuration. But I need a document on how to configure change request management in Solution Manager.
    Also I need a steps or a document for monitoring of EP 6.0 from Solution Manager.
    Thanks a ton for help in advance.

    Hi,
    Check out these links
    https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/media/uuid/b4406827-0a01-0010-3da2-f56b36d88510
    BI and Portals 2006 [original link is broken]
    very good collection of eclasses. for making use of solution manager.
    Feel free to revert back.
    --ragu

  • Bapi or Function Module for Change request Management status update

    Hi,
    Do we have any Bapi or function module to change the status of Change request Management.
    Ex: If the status is in To Be Processed i have to change that status to Authorized using any Bapi or FM.
    I have tried with the BAPI crm_icss_change_request but its not updating the status.
    Do you have any idea on this???
    Regards
    Pavan

    hello,
    the function module is 'SOCM_STATUS_VALUES'
    you can find an example of usage of it in the program CRM_SOCM_SERVICE_REPORT
        CALL FUNCTION 'SOCM_STATUS_VALUES'
          EXPORTING
            im_process_type       = report_list-process_type
      IM_LANGU              = SY-LANGU
          TABLES
            status_values         = lt_vsocm_stat_propt.
    I hope it helps
    best regards

  • Change Request Managment setup for Solution Manager 4.0

    Hi guys! Can someone help me on how to setup the Change Request Management in Solution Manager 4.0? I have already have checked the SAP Marketplace for any documentation about this topic but found none. I am configuring the two test servers (1 prod and 1 dev) in tcode SMSY. I have also configured the system role for each server. When I try executing /TMWFLOW/CMSCONF in SE38, no clients appear in the CRITICAL OBJECTS pane. Did I miss a required step in the implementation? I hope you guys can help me. Thanks in advance...
    Regards,
    Ronald Navarro

    Hello Ronald,
    Following the spro configuration will setup the Change Request Management scenario, each spro point has associated the corresponding documentation.
    Also in service.sap.com/rkt-solman>solman 4.0>CCC profile you will find valuable information about how to use this scenario.
    Hope this helps,
    Dolores

  • SAP user guide for change request management 4.0

    Hi,
    does anybody know where i can find SAP user guide for change request management 4.0?
    Thanks in advance..
    MERAL

    Hi
    You can use this as a reference
    Regular corr
    https://websmp201.sap-ag.de/~sapidb/011000358700000872582009E/index.htm
    Urg corr
    https://websmp201.sap-ag.de/~sapidb/011000358700000872612009E/index.htm
    Hope it helps
    Regards
    Prakhar
    Edited by: Prakhar Saxena on Oct 15, 2009 10:05 AM

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