Configure the standard change catalog

You can configure the standard change catalog using standard change properties.

Before you begin

Role required: admin

The Standard change catalog plugin is activated.

Procedure

  1. Navigate to Change > Administration > Standard Change Properties.
    The Standard Change Properties form displays.
  2. Fill in the fields on the form, as appropriate.
    Table 1. Name of form
    Field Description
    Category Select the parent service catalog category under which to add the generated standard change template. You can also choose the category or any children categories of the selected catalog.
    Note: This value is not set automatically in the Proposal form but must be specified before it is approved.
    Catalog Select the parent service catalog under which to add the generated standard change template.
    Mandatory Change Request values Specify the list of Change Request form fields for which values must be provided when proposing a new standard change template or proposing a modification to an existing standard change template.

    This configuration ensures that when a standard change request is created from a standard change template, then at least one or more fields on the Change Request form contain pre-set values.

    Default Change Request values Specify default values for common fields on the Change Request form.
    Restricted Change Request values Specify the list of fields on the Change Request form for which end users will not be allowed to provide any value when making a proposal.
    Note: Ensure that internal columns such as Updates, Updated, Updated by, Domain, Created, Created by are specified as restricted to prevent end users from making changes to internal fields.
    Read-only fields Specify the fields on the Change Request form for which end users will not be allowed to provide any value in the created standard change request.
    Note: This configuration ensures that for the specified fields, the values approved in standard change template do not change in the created standard change request.
    Fields to copy Specify the fields whose values will be copied to the Propose a New Standard Change Template record producer from a non standard change request.
    Note: If there are any fields that are not specified in this list but for which default values are specified, then the default values will be copied to the record producer.
  3. Click Update to update and save your configuration.

What to do next

Users can now start requesting standard changes from the standard change catalog.