State model and transitions

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

Figure 1. Example of state transitions for a normal change request
State transitions in a normal change request

The following table provides a list of all the states that a change request can progress through. Email notifications can be sent to the user who requested the change when it progresses to the following states: Scheduled, Implement, Review, and Canceled.

Table 1. Change states
State Description
New Change request is not yet submitted 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 schedule the change and provide final authorization to proceed.
Scheduled The change is fully scheduled and authorized, and is waiting for the planned start date. An email notification is sent to the user who requested the change.
Implement The planned start date has approached and the actual work to implement the change is being conducted. An email notification is sent to the user, who requested the change.
Review The work has been completed. The change requester determines whether the change was successful. A post-implementation review can be conducted during this state. An email notification is sent to the user who requested the change.
Closed All review work is complete. The change is closed with no further action required.
Canceled A change can be canceled at any point when it is no longer required. However, a change cannot be canceled from a Closed state. An email notification is sent to the user who requested the change.

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

Change state progress for different types of changes

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 progress the change to the next appropriate state. Rejecting these changes send them back to New state.

Emergency changes are similar to standard changes, except that they must be authorized.