Creating a Release Request
5 min
only s and s can create releases by using the release form, template on the release form, or within a change form if s create a release, they can create the release record and set it to draft status while gathering requirements or formalizing plans and details for the release when they are ready to submit the release record, they update its status to requested they often create a release while working on a change if s create a release, they can set it to any state and work on the release they also work on requested releases and update their status to active depending on your role, you might have access to certain fields and values in the release module the has full permissions to work with the release business object the default application is configured to allow the and to create releases the has access to a subset of the 's permissions to work on the release business object sign in to as a or a open the release workspace select new release in the toolbar to open a blank form, or select a template from the drop down list see / /configure/businessobjects/default templates htm#default release templates docid\ mnr4ykid4h1ydxstketyn the following default tabs appear (results may vary depending on your system setup) details see step 4 milestones docid\ gvnnk1ctovoimgltz1t9f ci docid\ zmfn pxt6cjewpqpaj6wp service docid 2bvrzyy 8f2vwf83sofug related releases release package change docid\ mdrxfmlfharskge6zbd0y problem docid\ set5um 9o nw5unsjvtf stakeholders docid\ j le3jxc1mm8aqegfvgsj activity history docid\ dolnqxplsr ccl3 udx4k attachment docid\ dwyg6strtal1zdoaecfjz related posts docid\ btgspwcozfq6p1aq2wqu5 schedule announcement docid\ hy7mtijubhswom5fapc4k workflow instance docid\ uyae8z1xcnbsxjkmao7e9 audit history docid\ suej5xmlyduoz68lbfgae on the details tab, enter information into the fields field name field description project name the name of the project to which this release is tied if this a subset of another release, enter the overall project name description a description of the release status status of the request automatically set to draft only a can set the release status to requested or canceled the is also not constrained by the state changes during the release lifecycle and can set other status values for the release record type the type of release emergency response to a failure or error that is often urgent this type of release must be made quickly and is usually recorded after the fact major new projects, such as a new system or an upgrade of a major system affecting a large volume of users this type of release has other dependencies and may require other minor releases minor small or routine release that has a minor effect scope the scope of the release master a release object that has related releases associated with it these releases are phase releases a master release does not usually contain a release package; release packages are created for the phase release use the related releases tab to link to the phase release records see working with related releases docid\ v71vjmzfq8f1cuj9fxbwb phase a child of a master release use the related releases tab to link to the master release record standalone a single release without child releases phase the release phase feature based release containing an added feature rolled out to the entire organization location based release by location team the team to which the release is assigned by default a release is assigned to the release management team owner the owner to which the team is assigned urgency the level of urgency required the default value is 3 urgency and impact together define the priority value high necessary immediately with a high degree of urgency medium required, but can be made after higher urgency changes have been implemented low required, but can wait for other changes of greater urgency to be implemented impact impact to the organization, group, or individual the default value is 3 impact and urgency together define the priority value high has a major impact on the organization low does not have much effect on the organization medium has some effect on the organization but generally not considered a large effect start date the scheduled or estimated start date target end date the estimated or target end date actual end date the actual end date effort the number of hours required for the release estimated cost the estimated cost of the release total cost the total cost automatically generated by the system based on effort and cost time the time spent is based on the activity history, is automatically generated by the system, and is displayed in minutes outage required specifies if an outage plan is required the outage plan can be attached to the record under the attachment tab when checked, the outage start and end date fields become mandatory the outage start and end dates are reflected in linked change records start end the start and end dates for the outage plan duration the duration automatically generated by the system based on the difference between the outage plan end and start dates information in the statistics section is driven from self service any date values here are reflected in the linked change records select save you can now create milestones change the status of the release from draft when you are ready to work on the release the can move a release through all states the can either request the release or cancel it see canceling a release docid\ svk5hdq3npfaquvygo2w3 applying a template to an existing release if you have already filled in some of the fields, they are overwritten when you apply the template if the release type is major, the different combinations of scope and phase, as defined in the templates, automatically create milestones in the release workspace, open a release record select action menu > templates if you selected a template for a major release type, depending on the type of template you selected, creates milestones for you see working with milestones docid\ gvnnk1ctovoimgltz1t9f for all other types of release, you have the option of creating milestones from the list of available templates, select a template from the list to apply it to the current release if you entered information in any of the fields, they are overwritten by the default values from the template that you selected see about release milestones docid\ gvnnk1ctovoimgltz1t9f for information on the milestones that are created when you select some of the available templates enter information in the relevant fields select save the release is in draft state until you request it if you are the , you can update the state to active if you are ready to start working on it and create milestones for the release requesting a release a new release request is set to draft you can leave it in this state while gathering information when you are ready to submit the release request, set the status to requested as a , you might have already linked to a release or created a release from a change if you created a new release, you must request it follow this procedure to request a release that you created after you have saved the release in requested status, you cannot make any other changes to it unless you have release manager permissions the release manager can update the release from draft to active, or any other available state in the release workspace, open the release record select quick action > request release the status of the release is set to requested select save a notification of the request is sent to the
