Submit a change request for a document

You can send change requests for documents to the document manager for documents in ARIS Connect.

Prerequisite

You have the ARIS Connect Designer license.

Procedure

  1. Open ARIS Connect and log in with your user name and password.
  2. Click Portal Portal if it is not activated yet.
  3. Open the model that contains the document you want to submit a change request for.
  4. Click Diagram if not enabled yet.
  5. Click Edit Edit > Edit model Edit model.
  6. Click Properties Properties.
  7. Activate the Documents tab.
  8. Select the document for which you want to submit a change request.
  9. Click Submit change request Submit change request. The corresponding dialog opens.
  10. Enter a title and a description for your request.
  11. Select the priority with which the request is to be handled.
  12. Click Send.

You will automatically receive a confirmation notification.

The document manager receives the change request by e-mail with a link to the relevant document and a link to edit the associated task in ARIS Process Board.

Once the document manager has processed the request, the applicant receives a message by e-mail.

If the change request is accepted, the person who is to implement the changes receives an e-mail including a link to the associated task in ARIS Process Board and the information added. After processing and approval - or rejection -, the applicant receives an e-mail including the information that the change requests have been implemented - or rejected.

This workflow is a part of ARIS Connect. It can be customized, if required. For example, you can change e-mail texts, add notifications, make changes to dialogs, etc. The integration of complex workflows (standard RCM, change management, etc.) requires the ARIS Design Server license or ARIS Connect Server extension pack: Process Governance.