Creating changes

You create a change to implement a change to, or deploy new standard configurations to, existing assets.

Procedure

  1. In the Changes application, click the New Change icon. A new record appears with a unique ID in the Change field and many fields are completed by the system. The new change is given a status of Waiting on Approval (WAPPR).
  2. Complete all the required fields (*) and the remaining fields, as needed. Typically, you need to complete the following fields on the main tab of the application.
    Field Description
    Priority Specify a priority for the change if you plan to schedule the work.
    Location, Asset, Configuration Item, or GL Account You can create the change for either a location, an asset, a configuration item, or a GL account.
    Release Type Specify the type of the change, such as major, minor, or significant.
    Multi Assets, Locations and CIs After specifying the primary affected asset, location, and configuration item in the designated fields, you can specify multiple related assets, locations, and configuration items in the Multi Assets, Locations, and CIs table window. For example, if you are creating a record to upgrade graphic software on all Product Managers' notebooks, you can define the primary (targeted CI) as Product Managers' Notebooks. Using the Multiple Assets, Locations, and CIs table window, you — or another user — can eventually refine this into the actual list of Product Manager notebooks.
  3. Save the record.
  4. Optional: Use the additional tabs in the Changes application to add or modify information for this record, as needed. For example, to apply a job plan to the record, or define hierarchy information, use the Plans tab. Save the record after making additions or changes.


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