State model and transitions

Change Management offers a state model to move and track change requests through several states.

The following table provides a list of all the states that a change request can progress through.

Table 1. Change states
State Description
New Change request has not been submitted yet for review and authorization. A change requester can save a change request as many times as necessary while building out the details of the change prior to submission.
Assess Peer review and technical approval of the change details are performed during this state.
Authorize Change Management and the CAB will schedule the change and provide final authorization to proceed.
Scheduled The change is fully scheduled and authorized. It is now waiting for the planned start date.
Implement The planned start date has approached and the actual work to implement the change is being conducted.
Review The work has been completed. The change requester now determines whether the change was successful. A post-implementation review can be conducted during this state.
Closed All review work is complete. The change is closed with no further action required.
Canceled A change can be canceled at any point if it is no longer required. However, a change cannot be canceled from a Closed state.

Normal, standard, and emergency changes progress through states in different ways.

Normal changes progress through all states.

Standard changes are considered to be pre-authorized, so they bypass the Assess and Authorize states that trigger approval records. Approving these changes will progress the change to the next appropriate state. Rejecting these changes will send them back to New state.

The interaction with the Change Request state model is handled by a combination of the following:
  • UI actions that add the appropriate state transition buttons or menu actions to a form, based on the current state of the change request.
  • Client script to restrict the State drop-down field on the change request form to the current state and any valid transitions to other states.
  • Script includes that determine the states available for each change type and the valid transitions from one state to another.

You must activate the State Model plugin to use this state model.