Process a change request

You can approve, implement, review, and close a change request.

Before you begin

Role required: itil, admin, or change manager

Before you process a change request, ensure that you have detected any change conflicts and performed risk assessment.

Procedure

You can perform the following actions on a change request based on your role.
OptionDescription
Approve or reject a change request

Role required: change management

Open the approval record and click Approve to approve the change request or Reject to reject it.

The change request moves into the Scheduled state if it is approved or to New state if it is rejected.

Implement a change request

Role required: change management

Click Implement to put the change request into action.

The change request moves into the Implement state and the workflow creates two change tasks: Implement and Post-implementation testing.

Review a change request

Role required: change management

Click Review after reviewing the details on the change request.

The change request is moved to the Review state. All active change tasks are set to Closed Incomplete.

Close a change request

Role required: change management

Click Close after entering the change request closure information in the Closure Information section.

The change request is closed.