Create a standard change record directly from an Interaction Management to implement a pre-approved, low-risk change without having to go through the Change Management module to implement it.

Before you begin

Role required: workspace_user or admin

Procedure

  1. Navigate to All > Workspace > Workspace Home.
  2. Open the interaction record from which you want to create a standard change.
  3. On the Interaction form, click the more actions icon More actions icon and then click Create Standard Change.
  4. On the New Catalog Item page, select the standard change and click Submit.
    A standard change is created and the record appears in the Related tasks related list on the Interaction Management form.