Thanks again Nils for the quick response.  First, I have no expertise in writing ACLs.  If you could point me to some documentation I might be able to figure something out but I am trying to limit any modifications to what can be accomplished through the admin interface.  Second, the state transition and related notifications is an excellent way to manage the change record's workflow.  I cannot do that through the ticket engine, as far as I know, given my first point above.  I enabled workorders this morning and created a change then added a workorder.  I am presented with an almost identical screen to enter additional/identical data.  This step is unnecessary for most of the changes we do here.  But the workorders do allow me to link my service, and add some date fields which aren't available at the change record level  It would be nice to be able to do this at the change record level  But again workorders add a layer of complexity to my process that will cause my folks to mutiny if I deployed the system as such.  I'll keep looking.
 
Best regards,
 
Jim
ITIL Process Manager
NCDOR
919-715-4932
919-696-0056 - cellular
james.burk@dornc.com


>>> Nils Leideck <nils.leideck@leidex.net> 3/2/2011 10:38 AM >>>
Dear Jim,

Hm, but if you do not setup WorkOrders on a Change, why do you use the ChangeManagement module ???
In your case, I would recommend to do you Change Management just within the Ticket Engine.

You could use the TicketType feature to determine if a ticket is a Change, a Request, whatever ...
And, based on that Type, you can setup workflows just by using the ACLs ...

In OTRS, a Change without WorkOrders is like a Ticket without Articles ... both useless ... full ack!

Cheers, Nils

On 02.03.2011, at 15:41, Jim Burk wrote:

> That's unfortunate Nils.  Most of the changes in our relatively small shop do not require workorders; just adds a layer of complexity that we don't need.  It would be nice to have ITSM's full capability at the Change record level for those shops that don't need a complex management system, as well as at the workorder level for those sophisticated organizations.  Thanks for your response in any event.
>
> On 3/2/2011 7:01 AM, itsm-request@otrs.org wrote:
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>> Today's Topics:
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>>    1.   searching for Services associated with change records
>>       (James Burk)
>>    2. Re:  searching for Services associated with change records
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>> ----------------------------------------------------------------------
>>
>> Message: 1
>> Date: Tue, 01 Mar 2011 16:16:50 -0500
>> From: "James Burk"<James.Burk@dornc.com>
>> Subject: [itsm]  searching for Services associated with change records
>> To:<itsm@otrs.org>
>> Message-ID:<4D6D1BF20200002A00038688@gwia1.ncdor.state.nc.us>
>> Content-Type: text/plain; charset="us-ascii"
>>
>> Hello all.  I am testing the ITSM Change Management module.  In the default settings for AgentITSMChangeSearch::ShowColumns the attribute Services is listed and enabled.  However, other than the linking mechanism, I cannot find how to attach a Service to the Change.  And even when I link a Service to a Change, the Service does not show up in the search results.  Any help on this?
>>
>> Best regards,
>>
>> Jim
>> ITIL Process Manager
>> NCDOR
>> 919-715-4932
>> 919-696-0056 - cellular
>> james.burk@dornc.com
>>
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>> ------------------------------
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>> Message: 2
>> Date: Wed, 2 Mar 2011 09:49:04 +0100
>> From: Nils Leideck<nils.leideck@leidex.net>
>> Subject: Re: [itsm] searching for Services associated with change
>> records
>> To: "OTRS::ITSM User questions and discussions"<itsm@otrs.org>
>> Message-ID:<4EA61CAB-4C1B-4348-A7ED-93CEEDBF559F@leidex.net>
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>> Dear James,
>>
>> On 01.03.2011, at 22:16, James Burk wrote:
>>
>>> Hello all.  I am testing the ITSM Change Management module.  In the default settings for AgentITSMChangeSearch::ShowColumns the attribute Services is listed and enabled.  However, other than the linking mechanism, I cannot find how to attach a Service to the Change.  And even when I link a Service to a Change, the Service does not show up in the search results.  Any help on this?
>> by default, a Change cannot be linked to a Service in OTRS. The idea is that Changes are not linked directly, but indirectly by having a Service<->  Workorder link. So if you enable the Service column in the SysConfig and link a Service to a Workorder, you will see the affected/required Service(s) in the Change Overview or wherever you enable the column.
>>
>> Btw. In the Change Zoom, ALL Services to ALL included WorkOrders are displayed, while the WorkOrder Zoom only displays the WorkOrder relevant Services.
>>
>> This actually has the same effect for the Customer Portal. Customers as we see them, need to know which of their Services is affected/required by any planned Change, regardless which step (WorkOrder) of the Change does this.
>>
>> Cheers, Nils
>>
>> ?
>> Nils Leideck
>> http://webint.cryptonode.de / a Fractal project
>>
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Nils Leideck
http://webint.cryptonode.de / a Fractal project

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