Registering a Portfolio of Change
1 min
This functionality is intended to create a portfolio of changes in order to speed up the creation of a new change by grouping them by specific criteria.
Procedure
- Access the main menu Processes > Change Management > Portfolio Change;
- Click on "New portfolio”;
- Complete the necessary fields and add an image to represent the portfolio, if it is necessary;
- Select the portfolio you just created and click on "Advance";
- Click on "New model" and complete the fields available, for example: link the flow you want to the portfolio, select the executor group of change, email notification, impact and urgency of changes, and others;
- Define the status as "Active”;
- Click on "Save".