Create a standard change proposal

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

Before you begin

Role required: itil or change manager

Procedure

  1. Navigate to Change > Standard Change > My Proposals.
  2. Click New.
  3. Fill in the fields on the form, as appropriate.
    Table 1. Standard Change Proposal
    Field Description
    Category Specify the category to which the template will be published.
    Template Name Enter an easily identifiable name for the template with which the template will be published in the Standard Change Catalog.
    State Specify a state for the new template. The default value is New.
    Proposal Type Select New Template from the types of proposals.
    Assignment group Specify the group that will work on the proposed template.
    Assigned to Specify the user who will work on the proposed template.
    Short description Enter brief text describing the proposal for the template.
    Description Enter text describing the template proposal in detail.
    Business justification Enter text providing the business justification regarding the requirement for this template.
    Sample Change Requests Specify the list of changes that closely resemble the proposed template.
    Change Request values Specify the field values that should get populated on the standard change 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 in status In Progress.
    Note: You cannot modify a standard change proposal after it is approved.