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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 tasks

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 tasks

About this task

After the triage team has accepted a request, start the process of completing that request by creating a task that identifies the work required.

Procedure

Select a query to run which returns the newly submitted ALMRequest records for which your triage team is responsible.
Select a request from the Query Results grid.
On the record form click the Utility toolbar icon and select CreateTask. On the Task tab enter or change values in at least the mandatory fields:
- Headline
- Owner
- Priority
- Description
If you have clicked on the SetDefault action on a project record, then the newly created task(s) have the project field set to the that default project. If you have not clicked on SetDefault or you wish to assign the task to a different project, then on the Project tab click Add next to the Project field. Either enter a keyword and click Search or click Browse and navigate to a query, such as FindALMProjects, to run to return a list of projects. Select the project to be associated with this task and click OK. Optionally, select the phase in which the task is to be completed, and select the iteration within that phase.
If you want to identify any related requests, on the Related Records tab click Add next to the Request field. Either enter a keyword and click Search or click Browse and navigate to a query to run to return a list of requests. Select the request to be associated with this task and click OK.
Click OK.