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Creating Change Tasks

If solving change requests requires the participation of several departments, then you can create a change task for each of them. 

To create a change task, please complete the following steps:

1. Navigate to Change Enablement → All Change Requests and open the change request you need to work on.
2. Open the Change Task tab in the Related Lists area.
3. Fill in the form.
4. Specify start and end dates in the Schedule tab for task implementation.
5. Click Save or Save and Exit.

Change Task State Model

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Creating a Change Request Announcement

Create an announcement informing related to the change request process.

To create a Change Request announcement, please perform the following steps:

1. Navigate to Change Enablement → All Change Requests and open a change request you need to work on.
2. Click the Create Announcement button in the change request form.
3. Fill in the fields. 
4. Click Save or Save and Exit.

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Creating Relationships

You can create relationships between changes and other types of tasks.

Relationship Types

To add a new relationship, please complete the following steps:

1. Navigate to Change Enablement → All Change Requests and open the change request you want to work on.
2. Open the Related Records tab.
3. Click the magnifier icon Image Addednext to the appropriate field.
4. In the window appeared, choose a necessary option.
5. Click Save to apply changes

This picture illustrates state models of the change requests of three different types:

1. Standard Change;
2. Normal Change;
3. Emergency Change.

Also, you can find a brief description of every state under the picture.

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States Description

Registered

This state is for the newly created change requests. If this is a Standard change, then it transitions straight to the In Progress state, as the Standard is a pre-approved type. If this is a Normal or Emergency change request, then the request transitions to the Authorization state.

Authorization

This state is mandatory for Normal or Emergency Changes. In this state, the request must be reviewed and authorized by the responsible persons or groups (see more on the Change Request Authorization). After all authorization steps have been passed, the change request transitions to the Scheduled state.

Scheduled

In this state, the change request has the following prerequisites:

1. Planned start date;
2. Planned end date.

So it is preliminary known when the change will be implemented.

In Progress

This state displays that the request is in progress of implementation now. When the work is over, the state has to be changed to the Completed.

Completed

After the work is over and the request is transited into this state, the requester can perform the tests and give feedback by the results of the implementing. After this, change the state to the Closed. 

Post-Implementation Review

When the request is completed (whether successfully or not), the Change Advisory Board has a right to perform Post-Implementation Review on the basis of the implementing. It is a good practice that allows gaining the "lessons learned" after the implementation, especially if there were any issues on the way.

For this, the change request state must be changed to the Post-Implementation Review state from the Completed state. After the review, similarly to the Completed state, mark it as Closed.

Closed

1. .