The function of this task is to review Submitted Change Requests. This state occurs as the result of 1) a
new CR submission, 2) update of an existing CR or 3) consideration of a Postponed CR for a new release
cycle. CR is placed in the CCB Review queue. No owner assignment takes place as a result of this action.
An initial review of the contents of the CR is done in the CCB Review meeting to determine if it is a valid request. If
so, then a determination is made if the change is in or out of scope for the current release(s), based on priority,
schedule, resources, level-of-effort, risk, severity and any other relevant criteria as determined by the group.
If the CR is determined to be valid, but "out of scope" for the current release(s) it will be put in the
Postponed state and will be held and reconsidered for future releases. A target release may be assigned
to indicate the timeframe in which the CR may be Submitted to re-enter the CCB Review queue.
If a CR is believed to be a duplicate of another CR that has already been submitted, its should be assigned to the CCB
Review Admin or the team member assigned to resolve it. When the CR is placed into the Duplicate state,
the CR number it duplicates will be recorded (on the Attachments tab in ClearQuest). A submitter should initially query
the CR database for duplicates of a CR before it is submitted. This will prevent several steps of the review process
and therefore save a lot of time. Submitters of duplicate CRs should be added to the notification list of the original
CR for future notifications regarding resolution.
Sometimes a CR is determined in the CCB Review Meeting or by the assigned team member to be an invalid request or more
information is needed from the submitter. If already assigned (Opened), the CR is removed from the
resolution queue and will be reviewed again. A designated authority of the CCB is assigned to confirm. No action is
required from the submitter unless deemed necessary, in which case the CR state will be changed to More
Info. The CR will be reviewed again in the CCB Review Meeting considering any new information. If confirmed
invalid, the CR will be Closed by the CCB and the submitter notified.
When a CR has been determined to be "in scope" for the current release it is assigned to an Opened state
and is awaiting resolution. It has been slated for resolution before an upcoming target milestone. It is defined as
being in the "assignment queue". The meeting members are the sole authority for opening a CR into the resolution queue.
If a CR of priority two or higher is found, it should be brought to the immediate attention of the QE or Project
Manager. At that point they may decide to convene an emergency CCB Review Meeting or simply open the CR into the
resolution queue instantly.
An Opened CR is then the responsibility of the Project Manager to Assign Work based on the type of CR and
update the schedule, if appropriate.
Typical states that a Change Request may pass through are shown in Change Request Management.