Change Request: Important Instructions

General Information
This section provides important guidance to help PTS users understand the forms’ key functionalities
and help the requester fill and submit the form quickly and efficiently. Please read the following general
instructions carefully before going into the forms’ details

• Online Contact Change Request forms ONLY update the system contacts and relevant
  information after approval. It will NOT update the existing PTS user account information.
• If an email address in the change request form matches an existing active PTS user account
  email, CEC Admin will assign the system role to that existing PTS contact when approving the
  Change Request. The approved Change Request form will reflect the existing matching PTS
  contact. For example, if the requester enters the existing email address on file in PTS but
  different first/last names in the Change Request form, the form will suggest the existing PTS
  contact as the new system role. PTS will NOT update the first/last names on the PTS user
  account when it is approved.
• Approved contact information in the change request forms controls the user access to PTS. If
  the requester wishes to associate the system(s) with their existing PTS account, please enter
  the existing PTS account email in the change request form.
• If the email address in the change request form does not exist in PTS database at the time of
  CEC approval, the PTS will create a new PTS user account as the new contact role for that
  system. The new user will receive an email notification including instructions to log into PTS to
  view their system(s)
• There can only be ONE (1) change request in progress per system at a time. The requester will
  not be able to submit another request for the same system until the existing request reaches
  one of the following statuses:
       o Approved
       o Withdrawn
       o Canceled
       o DOER Canceled
• If the selected system has a change request that is not in one of the statuses above, the
  requester will see an error “A Change Request for this system already exists” when selecting
  the system to create another request:

• Change Request form does not offer Save option. If the request exits the form prior to
  submission, all information on the form will be deleted. The requester will be notified when
  they exit the form. If the requester then presses OK to exit, PTS will delete all entered
  information on the form and go back to the main Change Request grid.
• All systems’ PTS contacts associated with change requests can filter/view and add notes on the
  request forms before they become final by visiting Manage Change Requests page. However,
  only the requester will receive email notifications on the request status changes.

After Submitting the Change Request

1. The requester can check the Change Request statuses, filter for certain Change Requests
   and export the Change Request filtered grid in Change Requests tab
   
   
   
   
2. The requester can also select the change request and press “View” button form in Change
   Requests tab after submission.
   
   
3. The requester can also add notes in the Communication Log while they are viewing the form
   
   
4. If DOER or CEC Admin returns the form to the requester for corrections (if any), the
   requester can select the change request and press “Edit” button to update and resubmit or
   withdraw the form. The requester will also be able to add additional notes when editing the
   form.
   
   The requester can edit change requests in the following statuses:
   • More Information Needed
   • Correction Needed
   
   
   
   

Email Notifications
Only the requester will receive an email notification when the following events take place:

• After the requester submits the change request
• After the DOER/PTS Admin returns the change request form to the requester for correction or more information.
• After the requester withdraws the change request form. Withdrawn requests cannot be reopened. The requester will need to create a new request if needed.
• After the DOER/PTS Admin cancels the change request form on the requester’s behalf. Canceled requests cannot be reopened. The requester will need to create a new request if needed.
• After the request is approved by PTS.

New users will receive an email notification with instructions for logging in to PTS.

At this time, new system reporters are not sent login or reporting instructions. Please have them contact [e-mail] for further assistance. Reporting instructions are also available here.