> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/administration-and-configuration/configuring-application-settings/change-request-application-settings/change-type.md).

# Change Type

Define change types and assign default reviewers.

## Overview

The **Change Type** module provides tools to manage classifications for change requests. It allows you to:

* **Define & Manage Change Types**
  * Create and maintain categories for different types of changes based on their impact or scope.
* **Assign Default Reviewers**
  * Designate a default reviewer for each change type to ensure proper oversight and approval.

***

## How Settings Are Applied

Change types defined in this module appear in the **Change Type** dropdown of the [**New Change Request**](/interfacing-help-files/end-users/change-request-application/navigating-the-change-request-management-workflow/create-new-change-request.md) form.

{% hint style="warning" %}
When a change type is selected, the designated reviewer automatically populates the **Reviewer** dropdown. 

* Users can manually override this assignment if necessary.
  {% endhint %}

***

## Defining & Managing Change Types

Follow these steps to create, edit, and maintain change types:

{% stepper %}
{% step %}

### Defining Change Types

Click **Add** to create a new change type.

<details>

<summary><mark style="color:blue;"><strong>Add Change Type</strong></mark></summary>

The **Add Change Type** form allows you to define new change types and assign appropriate reviewers.

{% hint style="warning" %}
When creating a new change type, you must either select a predefined category from the dropdown or define a custom category.

* If a predefined category is chosen, the **User-Defined Change Category** field will be hidden.
  {% endhint %}

1. **Define Details**

Complete the relevant fields to configure the change type.

* **Change Category:** Select a [predefined category](#user-content-fn-1)[^1].
* **User-Defined Change Category:** If no predefined category fits, enter a custom category.
* **Reviewer:** Select the party responsible for reviewing the category.

{% hint style="info" %}
The **CR Manager** dropdown dynamically loads active users, roles, and groups in the system. These entities are managed in **Library** > **Organization**.
{% endhint %}

***

2. **Save Changes**

When ready to save, choose one of the following options:

* **Save and Return:** Click to save the change type and return to the main form.
* **Save and New:** Click to save the change type and open a new form to create another.

</details>

***

{% endstep %}

{% step %}

### Managing Change Types

Once a change type is defined, the following actions are available:

* [**Edit**](#user-content-fn-2)[^2] ( <i class="fa-pencil">:pencil:</i> ): Click to modify a change type.
* **View** ( <i class="fa-eye">:eye:</i> ): Click to open a change type in read-only mode.
* **Delete** ( <i class="fa-trash-can">:trash-can:</i> ): Click to remove a change type.

{% hint style="info" %}
Confirm deletion by clicking **Save Changes** or clicking outside the grid. To cancel, click **Discard Changes** or **Undo** ( <i class="fa-arrow-rotate-left">:arrow-rotate-left:</i> ).
{% endhint %}

***

{% endstep %}
{% endstepper %}

***

## See Also

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to Export Grid Data</strong></td><td>Export grid contents to an Excel file.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2F8EURtbR8olEYsY7knlFB%2FIMS-V16-NAV-Library-Icons-106.png?alt=media&amp;token=7664c54c-4826-48e4-8ca0-d042582c2f2d">IMS-V16-NAV-Library-Icons-106.png</a></td><td><a href="https://interfacing.gitbook.io/interfacing-help-files/end-users/exploring-apps/working-with-forms/working-with-grids#exporting-data-to-excel">https://interfacing.gitbook.io/interfacing-help-files/end-users/exploring-apps/working-with-forms/working-with-grids#exporting-data-to-excel</a></td></tr></tbody></table>

[^1]: The following are the available predefined categories for selection:

    * **Document Change**: For modifications to controlled documents, procedures, or work instructions.

    - **Process Change**: For modifications to business processes, workflows, or operational methods.

[^2]: You can also **double-click** the row to edit quickly.


---

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