TURNOVER Lifecycle Manager User Guide

Lesson Objectives

By the end of this lesson, you will be able to:

• Navigate the TURNOVER® Lifecycle Manager interface, menus, and commands for daily operations on IBM i.
• Manage helpdesk requests, projects, tasks, worklists, and forms to track and execute software changes.
• Use checkout, cross-reference, and compilation tools for object management.
• Generate reports, handle distributions to remote systems, and perform audits for compliance.
• Troubleshoot common issues and access online help for efficient use.

This summary condenses the 493-page User Guide (January 2021 edition) into practical modules for end-users, such as programmers, managers, and operators. TURNOVER® Lifecycle Manager is an IBM i tool for application change management, integrating helpdesk, projects, and automated promotions. Note: Based on web searches as of October 24, 2025, no newer public User Guide was found; the product may have evolved, so check UNICOM/SoftLanding support for updates or Release 2.100+ documentation.

Key Concepts

• Main Menu and Commands: Access via TURNOVER command; options for applications, history, checkout, forms, projects, helpdesk, reports.
• Helpdesk and Projects: Track issues/requests; organize into projects/tasks for assignment and tracking.
• Worklists and PWM: Programmer Worklist Manager (STRPWM) for grouping changes; options like checkout (21), compile (36), form creation (46).
• Forms: Automate promotions/distributions with error checks, approvals, pre/post commands.
• Checkout and Cross-Reference: Reserve objects/source; integrate with tools like Hawkeye for dependencies.
• Reports and Auditing: Generate history, status, and compliance reports.
• Distributions: Send changes to remote IBM i via *FTP/*SNA.
• Prerequisites: Configured applications (per Administrator’s Guide), user profiles with authorities.

Module 1: Getting Started and Navigation

Starting TURNOVER®

• Sign on as TURNOVER profile; run TURNOVER command.
• Main Menu: Options 1 (Applications), 4 (Object History), 5 (Checkout), 6 (Forms), 7 (Projects), 8 (Helpdesk), 10 (Reports), etc.
• F22: Switch environments/languages.

Online Help and Tutorials

• F1 on any screen for context help.
• Tutorials: Sample projects/tasks for practice.

User Profiles and Security

• Classes: Programmer, Approver, Operator; set defaults/preferences.

Module 2: Managing Helpdesk and Projects

Helpdesk (Option 8)

• Enter/Work with Requests: FASTTASK or WORKTASK commands.
• Escalation Queue: Review/assign requests.
• Link to projects/tasks; track status, priorities.

Projects (Option 7)

• Create/Work with Projects: Define scope, assign users.
• Tasks: Hierarchical; link to worklists/forms; update time/status.

Module 3: Working with Worklists and PWM

Creating/Populating Worklists

• From task: Option 20 or STRPWM.
• Add items: F6, PDM (AI), cross-ref (F15).
• Filters: F17; repeat options (F13).

Checkout and Editing

• Option 21: Checkout source/objects.
• Edit: 32 (SEU), 37 (SDA/RLU).
• Compile/Test: 36; add commands (38).

Cross-Reference

• Option 15: Check related objects; add to list.

Module 4: Creating and Managing Forms

Building Forms

• Option 46: Add to form; sequence items.
• Edit (42): Overrides, locks, messages, comments.

Error Checking and Approval

• 41: Error check.
• 48: Approve; send to users.
• 47: Submit/run (interactive/batch).

Promotion and Distribution

• 43: Copy to next level.
• Set remotes: *FTP overrides, targets.

Monitoring

• 40: View jobs; F2 for all forms.

Module 5: Object Management and Advanced Features

Object History (Option 4)

• View changes, archives.

Checkout Menu (Option 5)

• Display activity/history.

IFS and Non-Native Objects

• Manage stream files; integrate with SVN/RDi.

Reports (Option 10)

• Form status, project summaries, audits.

Module 6: Troubleshooting and Best Practices

Common Issues

• Locks/conflicts (26); errors in forms.
• Recovery: Create from failed runs.

Best Practices

• Use filters for efficiency.
• Archive regularly for audits.
• Integrate with email for notifications.

Assessment and Next Steps

• Quiz Ideas: How to start PWM? What does option 47 do? Steps for distribution?
• Practice: Create a request, project, worklist, and run a form in a test environment.
• Further Learning: Developer’s Guide for workflows, Administrator’s Guide for config; supplements (e.g., #50 for iASPs); contact UNICOM support (tech.support@unicomsi.com or +1-603-924-8818). Check for 2025 updates on integrations with modern tools like Git or cloud deployments.