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Create a standard change proposal

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Create a standard change proposal

You can create standard change proposals to be evaluated for approval before being included in the standard change catalog.

Before you begin

Role required: change_manager


  1. Navigate to Change > Standard Change > My Proposals.
  2. Click New.
  3. On the form, fill in the fields.
    Table 1. Standard Change Proposal form
    Field Description
    Category Category to which the template is published.
    Template name Unique identifiable name for the template with which the template is published in the Standard Change Catalog.
    State State for the new template. The default value is New.
    Proposal type Types of proposals available for Standard Change.
    Assignment group Group that works on the proposed template.
    Assigned to User who works on the proposed template.
    Short description Brief describing of the template proposal.
    Description Text describing of the template proposal in detail.
    Business justification Business justification why the template is required.
    Sample Change Requests List of changes that closely resemble the proposed template.
    Change Request values Field values that should get populated automatically on the standard change form that is created from the template.
  4. Perform one of the following actions:
    • Click Save. The proposal is created with status New.
    • Click Request Approval. The proposal is created with the status In Progress.
    Note: You cannot modify a standard change proposal after it is approved. By default, approval records are created for members of the Change Management group.