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TABLE OF CONTENTS OVERVIEW .............................................1 W HAT IS CHANGE CONTROL? ..............................................1 CHANGE CONTROL D OES N OT COVER ..............................................1 CONTENT ..............................................1 CHANGE REQUEST FORM .............................................2 CHANGE R EQUEST P REREQUISITES ..............................................2 ACCESSING THE CHANGE R EQUEST FORM ..............................................2 MORTGAGE S ERVICES CHANGE R EQUEST F ORM ..............................................5 Required Fields ..............................................5 Optional Fields ..............................................6 GETTING DOCUMENT K EY ..............................................7 ATTACHING DOCUMENTS TO A CHANGE R EQUEST FORM ............................................ 12 SAVING CHANGE R EQUEST F ORM AS A DRAFT ............................................ 14 D EPARTMENT MANAGER/D IRECTOR S ECTION OF CHANGE R EQUEST FORM ........................................ 14 CHANGE R EQUEST P ROCESS FLOW ............................................ 18 Approving Change Requests ............................................ 19 Declining Change Requests ............................................ 20 Changing the Workflow of a Change Request Form ............................................ 20 CHANGE R EQUEST FORM STATUS ............................................ 21 Open ............................................ 21 Pending (Needs Approval) ............................................ 21 Complete ............................................ 22 Rejected ............................................ 22 CHANGE REQUEST REPOS ITORY ...........................................23 ACCESSING THE CHANGE R EQUEST R EPOSITORY ............................................ 23 NAVIGATING THE CHANGE R EQUEST R EPOSITORY ............................................ 26 Database Views ............................................ 26 Forms View ............................................ 27 Application Search ............................................ 27 R EPOSITORY R EPORTS ............................................ 28 Exporting Repository Reports to a Spreadsheet Page i Proprietary and Confidential ............................................ 30
