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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 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.

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.

About this task

To create a record template:

On the HCL Compass Web toolbar, create a new record by clicking New Defect and selecting 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 the Load list and click Save.