BlueRequests User Guide #

This comprehensive guide will help you navigate and use BlueRequests effectively for your daily change management tasks.

Getting Started #

When you first access BlueRequests:

Login - Use your company credentials to access the platform
Dashboard Overview - Familiarize yourself with your personal dashboard
Profile Setup - Complete your user profile and notification preferences
Team Assignment - Ensure you’re assigned to the correct teams and projects

BlueRequests uses an intuitive navigation structure:

Dashboard - Your personal workspace and overview
Requests - Create and manage change requests
Projects - View and participate in projects
Messages - Team communication and notifications
Reports - Analytics and reporting tools

Working with Change Requests #

Creating a New Request #

Navigate to Requests - Click on “Create New Request”
Select Template - Choose the appropriate request template
Fill Request Details:
- Request title and description
- Business justification
- Priority and urgency level
- Affected systems and components
- Timeline requirements
Add Attachments - Include relevant documents, specifications, or mockups
Submit for Review - Send the request into the approval workflow

Request Templates #

BlueRequests provides several pre-configured templates:

Development Request #

New feature development
Bug fixes and enhancements
Custom reports and interfaces
Integration development

Configuration Change #

System parameter changes
User role modifications
Authorization updates
Master data changes

Emergency Request #

Critical production fixes
Security patches
System outages
Data corruption issues

Infrastructure Change #

System upgrades
Environment setup
Network changes
Database modifications

Request Lifecycle #

Understanding the request journey:

Draft → Submitted → Under Review → Approved → In Development → Testing → Deployed → Closed

Status Descriptions #

Draft - Request being prepared, not yet submitted
Submitted - Request submitted and waiting for review
Under Review - Being evaluated by approvers
Approved - Approved for development work
In Development - Active development in progress
Testing - Under testing and quality assurance
Deployed - Successfully deployed to production
Closed - Request completed and closed

Managing Your Requests #

My Requests Dashboard #

View and manage all your requests in one place:

Active Requests - Currently in progress
Pending Approval - Waiting for your approval
Recently Completed - Recently finished requests
Drafts - Unsubmitted draft requests

Request Actions #

Available actions depend on request status and your role:

Edit - Modify request details (when in draft or returned status)
Comment - Add comments and updates
Attach Files - Add supporting documentation
Track Progress - Monitor development and testing progress
Request Updates - Ask for status updates from assigned teams

Collaboration Features #

Messaging System #

BlueRequests includes a built-in messaging system for contextual communication:

Request Comments #

Add comments directly to requests
Tag team members for attention
Attach files and screenshots
View comment history and activity

Team Messages #

Send messages to project teams
Create group discussions
Share updates and announcements
Schedule meetings and calls

Notifications #

Stay informed with intelligent notifications:

Notification Types #

Request Updates - Status changes and progress updates
Approval Requests - When your approval is needed
Assignment Notifications - New assignments and deadlines
System Alerts - System maintenance and issues

Notification Preferences #

Configure your notification settings:

Email notifications
In-app notifications
Mobile push notifications
Frequency settings

Project Participation #

Project Overview #

Participate in larger projects that coordinate multiple requests:

Project Dashboard - Overview of project status and timeline
Request Coordination - View related requests and dependencies
Team Collaboration - Communicate with project team members
Milestone Tracking - Monitor project milestones and deadlines

Release Planning #

Coordinate with release cycles:

Release Calendar - View upcoming release dates
Request Assignment - Assign requests to specific releases
Dependency Management - Understand request dependencies
Go/No-Go Decisions - Participate in release readiness reviews

Approval Workflows #

As an Approver #

If you have approval responsibilities:

Review Process #

Review Request Details - Understand the scope and impact
Assess Business Value - Evaluate business justification
Check Technical Feasibility - Review technical requirements
Approve or Request Changes - Make approval decision

Approval Actions #

Approve - Approve the request to proceed
Approve with Conditions - Approve with specific requirements
Request More Information - Ask for additional details
Reject - Reject the request with explanation

Delegation #

Manage approval responsibilities:

Delegate Authority - Temporarily delegate approval rights
Approval Chains - Understand multi-level approval processes
Escalation Procedures - Handle overdue approvals

Reporting and Analytics #

Personal Reports #

Track your activity and performance:

Request Summary - Overview of your request activity
Approval Performance - Your approval response times
Team Contribution - Your participation in team projects
Workload Analysis - Current and historical workload

Team Reports #

Monitor team performance:

Team Dashboard - Team metrics and KPIs
Request Volume - Request trends and patterns
Delivery Performance - Success rates and timeline adherence
Resource Utilization - Team capacity and allocation

Best Practices #

Request Creation #

Use clear, descriptive titles
Provide comprehensive business justification
Include all relevant technical details
Attach supporting documentation
Set realistic timelines

Collaboration #

Respond promptly to comments and questions
Keep stakeholders informed of progress
Use @mentions to get attention
Document decisions and changes

Approval Process #

Review requests thoroughly
Provide clear feedback and reasoning
Respond within SLA timeframes
Communicate any concerns early

Mobile Access #

BlueRequests offers mobile access for on-the-go management:

Mobile Features #

View request status and updates
Approve requests from mobile device
Receive push notifications
Access team messages and comments

Mobile App #

Download the BlueRequests mobile app for:

Offline access to key information
Push notifications
Quick approval actions
Emergency request creation

This user guide covers the essential features for daily BlueRequests usage. For advanced features and administrative functions, see the Admin Guide.