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

Procedure

  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. (Optional) You can create a standard change proposal by navigating to Change > Standard Change > Standard Change Catalog > Template Management > Propose a new Standard Change Template and filling in the fields on the form.
    Table 2. Standard Change Proposal form
    Field Description
    Short description Short description of the standard change proposal template.
    Category Category under which the template is published. For example, Server Standard Changes.
    Sample Change Requests Change requests that are available as samples for the change that you propose. The Change Management team reviews the requests as a part of the approval process.
    Change Request values Text which appear as default text in the standard change proposal template.
  5. 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.
  6. (Optional) You can create a standard change template from a change that exists by completing the following steps.
    1. Navigate to Change > Open and click the change whose information you want to use in the standard change template.
    2. Open the form context menu and click Propose a Standard Change Template.
    Note:
    • Any change tasks that are included with the change also get copied to the new standard change proposal. The fields copied from both the change and change tasks are defined in the Standard Change Properties.
    • By default, approval records are created for members of the Change Management group.