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Release Management for Reporting: The Basics

Writer's picture: Rachel BullockRachel Bullock

Release Management 101

So, what's this buzz about Release Management? It's basically the behind-the-scenes action that goes into preparing for those R1 and R2 Workday updates. Fixes here, new features there – it's a lot to keep up with. Picture it as a dynamic duo of Adoption Planning (setting up new features) and Impact Management (features that are automatically available).



Prioritize Impact Management

Impact Management is all about the items tagged as "Automatically Available." No negotiations here; they're hitting your Production tenant on release day, and you need to be prepared. We like to keep these separate from Adoption Planning (the "Setup Required" items) because you can adopt them on your own schedule.


What’s New in Workday Report

Now, for the real fun – the delivered report called "What’s New in Workday." This little gem is your go-to guide for understanding and assessing the R1 and R2 updates. It's not just for the big releases; it's also your BFF for those regular system updates.


Here's how to use it for Impact Management:


Run the Report

  • Fill in the release prompt and focus on the items with Setup Effort > Automatically Available.

  • Feel free to get specific with functional areas, but remember, potential impacts to reporting could pop up anywhere in your tenant.


Analyze Results

  • Dump those results into spreadsheet software (or you can use Worksheets), sift through, and hunt for keyword-specific items related to reporting.

  • Flag interesting bits for deeper research and classify impacts based on your findings.


Hunt for Changes

  • Keep an eye out for functional area changes – new domains, fields, and business process changes, as these could shake up things with reporting.

  • Don't forget to check for reporting-specific functional area changes and cross-application updates!

So, there you have it – some information to get you started on tackling Workday updates. Changes are coming, but with a bit of planning, you've got this!

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