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Tips + tricks: Change Control

Best practices for using Tines Change Control

Hannah Roy avatar
Written by Hannah Roy
Updated over 2 weeks ago

Enabling Change Control for your critical stories can be extremely helpful, especially when you can use it to its full potential. We've pulled together some tips on making the most of reviewing and collaborating on changes for your workflows.

Feature

Description

Set-Up

Have a standard agreement on what makes a workflow mission-critical and worthy of Change Control.

Tenant owners should define tenant-wide Change Control settings based on their judgment and processes.

Set up change control webhooks to receive all change control notifications for your team.

  • Customize notifications to align with your team's processes, whether that's notifying certain people in Slack or Teams, and/or storing Change Control activity in a longer-term data storage product.

Building

For drafts with more complex edits, duplicate your draft and push the smaller changes live to keep a story moving along

Testing

Use multiple drafts to make collaboration easier and let various users test out their own ideas

Review

Make sure the changes you are making align with the purpose of your workflow for a more efficient review process.

  • Make descriptions and change names a requirement to properly document changes and maintain a standard across story building

  • Reviewers should understand the purpose of your workflow - descriptions will help with this!

  • Allow more builders to help with the review process with custom permissions

  • To prevent any single user from both requesting and approving their own changes, activate approval requirements for all updates.

  • Push approved changes promptly to maintain version control

To learn more about Change Control, read the docs here. Tines is always evolving and we're always discovering new tips for effective building. Be sure to check back here for more.

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