Creating New Release Records
From InSite
A new Release record can be created by data entry
Creating a new Release record by data entry
Creating a new Release record is pretty similar to other objects you have already created. You can create a new Release record by following the next steps
To create a new Release record by data entry:
- Open the Releases tab.
- Locate and click the New Release button at the top center of the page, below the colored line. The New Release: creation wizard opens.
- Enter a subject in the free-form text field, Subject.
- (Optional) Enter a description.
- (Optional) Lookup the name of the customer contact.
- (Optional) Select values for Release Type, Impact, and Urgency.
- (Optional) Use the Preparation Tasks tab to define a preparation task. Click Add. Select a subject for the task, provide a comment, lookup the name of a contact or a lead, and specify a due date. Repeat as needed for other preparation tasks.
- (Optional) Open the Release Tasks tab to define a release task. Click Add. Select a subject for the task, provide a comment, lookup the name of a contact or a lead, and specify a due date. Repeat as needed for other release tasks.
- (Optional) Open the Rollback Tasks tab to define a rollback task. Click Add. Select a subject for the task, provide a comment, lookup the name of a contact or a lead, and specify a due date. Repeat as needed for other rollback tasks.
- (Optional) Open the Test Plan tab. Click Add. Select a subject for the task, provide a comment, lookup the name of the Contact or Lead, and specify a due date. Repeat as needed for other test plan tasks.
- (Optional) Use the Associated CIs tab to associate any CIs with the change record. Search for CIs or lookup recent CIs. Select and add CIs.
- (Optional) Use the Related Changes tab to associate any Change with the release record. Search for Changes, Select the ones you desire and press Add Selected.
- Click Save.
- Note that InSite has assigned a unique ID number to the new Release record.
