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Managing change and releases
Learn how to manage change and release in the product.
Using HCL Compass ALM
The application lifecycle management (ALM) packages and ALM schema provide out-of-the-box solutions for ensuring ALM best practices in your new or existing HCL Compass change management system.
Managing work
The work records contained in the ALMWork package provide a way of keeping track of the requests and tasks that must be addressed.
Working with roles and process
Role definitions can be used to determine what actions each user is allowed to perform on a project.
Submitting requests

Managing change and releases
Learn how to manage change and release in the product.
- Using your HCL Compass Web client
  HCL Compass Web is a browser-based interface to HCL Compass that runs on Windows, the UNIX system, and Linux. You can track defects and change requests in HCL Compass Web through this interface. When a session times out, you can re-authenticate and continue where you left off because the state of the user interface is retained.
- Using the HCL Compass Client
  Use the HCL Compass Client to submit, modify, and track change requests and to analyze project progress.
- Using HCL Compass for Windows® client
  You can use HCL Compass to perform daily activities after the schema developer and administrator define and set up the schema, schema repository, and user database.
- Using HCL Compass ALM
  The application lifecycle management (ALM) packages and ALM schema provide out-of-the-box solutions for ensuring ALM best practices in your new or existing HCL Compass change management system.
  - Overview
    An ALM schema provides the capabilities for security, governance, traceability, and workflow management.
  - Getting started for administrators
    Administrators can define roles and processes for each project, as well as security policies to allow access to projects.
  - Working with projects
    All work in the ALM schema is organized by a Project. The Project can help provide the context, access control, and security model for your work.
  - Managing work
    The work records contained in the ALMWork package provide a way of keeping track of the requests and tasks that must be addressed.
    - Overview of ALM work process
      In the ALM work process, requests are resolved by completed tasks and activities.
    - Working with roles and process
      Role definitions can be used to determine what actions each user is allowed to perform on a project.
  - Tracking work and builds
    These topics describe how to create baseline and build records, and how to track and complete activities, tasks, and requests.
  - Sample data
    A sample database is provided to help get you started with the new schema.
  - Mandatory fields for ALM record types

Submitting requests

About this task

To initiate a change in your team's product, submit a request.

Procedure

From within the HCL Compass client, click File > New > Request.
At a minimum, enter values in the following mandatory fields on the Request tab:
- Headline
- Priority
- Severity
- Description
- Project (If a current project is associated with a category, you can select that category, which causes the Project field to be filled in with the current project.)
By default the Type field is set to Defect. If the request is not a defect, select RFE, meaning Request for Enhancement, or Task.
If you did not select a category that is associated with a current project, on the Project tab click Add next to the Project Found in field. Either enter a keyword (the project ID) and click Search or click Browse and navigate to a public query, such as FindALMProject, to run to return a list of projects. Select the project associated with this request and click OK. If the request is a defect, be sure to complete the Phase Found in, Iteration Found in, and Build Found in fields if you know that information.
Click OK.