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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 records to store change requests
Creating and submitting records
You can create and submit records for all the record types defined in the schema from the HCL Compass Web interface.
Using record templates
When you create many records with similar input, it is often useful to create a record template for the associated record type. Then you can use the record template to create new records that are populated with field values that you use saved in the template.
Creating a Public record template
Public template administrators can create one or more public record templates for a record type.

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.
  - Understanding your HCL Compass Web client
  - Using records to store change requests
    - About records
      A HCL Compass database contains different types of records, as defined in the Designer. You can use different types of records for different projects and purposes. Each record type has unique fields and data requirements.
    - Record states and state transitions
      Change requests move through a life cycle from submission through resolution. Each stage in this life cycle is called a state, and each movement from one state to another is called a state transition.
    - Record types
      A record type is the layout or format for a particular type of change request. It defines the actions, fields, forms, behaviors, and possibly the state information associated with a record. Each record type is associated with its own state model, forms, and hooks, which control the collection and viewing of data for that type of change request.
    - Finding and viewing records
      HCL Compass offers several methods to find and view records in your user database.
    - Viewing records
      You can use the List View or Tabbed View to view a record.
    - Creating and submitting records
      You can create and submit records for all the record types defined in the schema from the HCL Compass Web interface.
      - Using record templates
        When you create many records with similar input, it is often useful to create a record template for the associated record type. Then you can use the record template to create new records that are populated with field values that you use saved in the template.
        Creating a Personal record template
        You can create one or more record templates for a record type and populate the desired fields with values that you saved in a template.
        Public Template feature
        The feature allows record templates to be shared with other users.
        Creating a Public record template
        Public template administrators can create one or more public record templates for a record type.
        Loading and updating a record template
        You can load and update a record template stored in the user database. A template is created by a user with authority to submit records and the template cannot be shared between users.
      - Changing the state of a record
        You can change the state of a state-based record if at least one change-state action is defined in the schema.
      - Changing the state of multiple records
        You can use the multirecord update feature to change the state of multiple HCL Compass records in a query result set.
    - Email record and Email selected rows
      Provides the capability to send an email for individual records or a result set of rows in the Web client.
    - Modifying multiple records
      You can perform the same actions on multiple HCL Compass records in a query result set by using the multirecord update feature. For example, you can perform the Assign action to assign many defect records to the same person for the same iteration. You can use multirecord update to set the priority of multiple records to a single value.
    - Deleting records
      If at least one delete action is defined in your schema for a specific record type, you can delete a record of that record type.
    - Duplicating records
      If two records are similar, you can place one in a Duplicate state. A record can be a duplicate of only one record, but it can have more than one duplicate. For example, Record A can be a duplicate of Record B, and Record C can be a duplicate of Record B.
    - Reverting the state of duplicate records
      You can revert a duplicate record to the state it was in before it was marked as a duplicate. Reverted records can be modified.
    - Printing records
      You can print records for hardcopy versions.
    - Sending the Web address of records by e-mail
      You can provide direct access to a database record by sending the URL by e-mail.
    - Running recent records, queries, reports, and charts again
      HCL Compass Web keeps a history of recently run records, queries, data-push reports, and traditional data-push charts during your current user session so that you can run them again.
    - Bookmarking records, queries, reports, or charts
      You can create a bookmark in your browser for a record, query, data-push report, or data-push chart that you work with frequently.
    - Adding records, queries, reports, or charts to HCL Compass Favorites
      You can create a HCL Compass Favorite for a record, query, traditional data-push report, or traditional data-push chart that you work with frequently.
    - Viewing and saving UCM change set versions
      You can track the progress of development work associated with a record by viewing the UCM change set versions. You can also save the UCM change set versions to a text file.
    - Viewing recently accessed records
      HCL Compass Web keeps a history of the most recently accessed records only for your current user session so that you can easily view them again.
  - Adding attachments to records to store additional information
  - Using queries to find records
  - Viewing query results in reports
  - Analyzing query results in charts
  - Using integrations for Collaborative Lifecycle Management
    You can use Collaborative Lifecycle Management (CLM) integrations to connect the work of all team members. Collaborative Lifecycle Management integrations with HCL Compass Web are also referred to as the HCL Compass Bridge.
  - Creating REST URIs to log on and perform common tasks
    Using the HCL Compass Web client, you can create Representational State Transfer (REST) Uniform Resource Identifiers (URIs) to log on to your user database and perform common tasks. REST URIs provide a uniform interface to Web resources, letting you access data by using any HTTP client.
  - HCL Compass records enabled for UCM
    When you use the integration with HCL VersionVault Unified Change Management (UCM), HCL Compass records enabled for UCM provide current information about associated UCM activity.
  - Working with database replicas
- 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.

Creating a Public record template

Public template administrators can create one or more public record templates for a record type.

About this task

There are two types of record templates: Public Template and Personal Template. As a public template administrator, you have the right to save, modify, delete, or share public templates.

If the Public Template is not enabled for a user, they can only save, modify, or delete their personal templates.

Note: To enable the Public Template feature use the Applications Page Options of the Site Configuration window. There is a separate configuration that designates who can be a Public Template administrator. The configurations are not related user privileges.

Procedure

For public template administrators:

If you are logged in as a public template administrator, you have the option to save a new template as public or personal. To create a record template:

On the HCL Compass toolbar, click New Defect and select a record type.
In the record form for the record type, enter the values for the record template.
The data entered can be saved to the template before you create the record.
In the Template field at the bottom of the window, type a name for the record template.
Click the arrow next to Load to open the menu. You have the option to Save as Personal or Save as Public. Before you save the new template, the new template is shown as "unsaved".

Note:
As a public template administrator, you have the privilege to see the public templates in the drop-down list for the templates and Save as Public the public template for regular users to access it. As a public template administrator, you can also remove or add public templates.
You can save a public template as personal, and you will be the only one that will be able to use it. If you save the template as personal, it will be listed under Personal Templates. If you save the template as public, it will be listed under Public Templates.

For regular users:

If you are not a public template administrator, you can only save a new template as personal. You do not have the right to remove or add public templates.

As a regular user, you can load a public or a personal template.