Change Requests
Client Change Requests provide a controlled way for Technicians, Installers, Users, or Dealers/Bureaus to propose changes such as setting up client zones, adding users, or updating schedules without granting them full edit permissions.
Instead of applying changes immediately, these requests act as a review-and-approve workflow:
- Submitters can create new zones, add users, and modify client schedules.
- Reviewers must approve the request before any changes are applied.
This ensures that changes are captured while still maintaining oversight and control.
Creating and approving Client Change Requests is an ICA exclusive feature.
Creating a Change Request
Client Change Requests can be created by clicking the create request button in the Client Header Bar. Alternatively, it can be created using the insert buttton from the new Change Requests side menu.
Request Form
From the Client Change Request form you may add any zones or users by populating the available fields.
The client schedule can also be changed and if approved will overwrite the existing schedule. Additional comments can be submitted to support the application.
When you have completed the changes you are requesting, you may save the form to send the request.
Reviewing a Change Request
Request List
Change requests can be reviewed from the Change Requests sidebar menu in either the client or global contexts. From here you will see a list of submitted change requests. The filters may be used to view already completed change requests, and switch between seeing your own requests and seeing others (with view others permission right)
Clicking a request will open the review page.
Request Review Page
From the Change Request review the submitted zones, users and schedule changes can be viewed and considered. A reviewer may approve or reject the proposed changes. If the requested changes are approved, an automatic attempt to apply these changes will be performed.
Reviewer Options
Opens a modal to approve the change request and attempt to apply the changes to the client.
Opens a modal to reject the request without applying the changes.
Submitter Option
The submitter of the request can delete the request if they no longer wish to make the changes detailed.
Completing The Change Request
When approving or rejecting a change request the reviewer may optionally provide a comment to be recorded on the request.
This comment is added to the top of the change request review.
If approved, the changes will be applied automatically. You should be able to view new users, zones and schedules as if you had added them manually.
Handling Conflicts
If an attempt to apply the changes is unsuccessful an alert will be shown. This is commonly caused by attempting to add zones or users that conflict with existing records. Requests that contain conflicts cannot be approved and applied, they must be rejected by the reviewer. After reviewing the error you may chose to manually apply the changes or ask the submitter to make a new request with the corrected information.