Executing Change
This functionality allows closing the change, explaining all the facts that have occurred in the lifecycle of the change, thus favoring the reexamination and inspection of the change created in order to reduce costs and risks for the organization.
Before getting started
It is necessary the pre-existence of a Change.
Procedure
- Access the main menu Processes > Change Management > Change;
- Find the change you want to plan the activity, click on "Open"
- In the "Review" tab, it is necessary to select the option that defines if the change was successfully done;
- It will be possible to create a Kanban to manage the activities registered. Just click on "+Workspace" and complete the data available, for example, title, select the user or group responsible for the task execution, and others. It is also allowed to link a Kanban already created by clicking on the other button related to the "Workspace".
- It is also possible to link incidents, problems, lessons learned (which are knowledge about the change made), and file attachments to detail the change execution. To do so, it is necessary to click on the tab available, select the item you want to link to the change.
- Click on the tab "More" and then on "Closure" to register the data about the change execution, for example, solution category, the status of change, and others. In the same tab, in the "Notes" option, a field is available to point to information relevant to this phase of the flow.
- Click on "Options" and on "Save and keep current task" to register the planning activities or select "Save and advance flow" to facilitate the task and send it to the next phase of the flow.
💭 Did you know?
In the closure of a change, the tool has functionality that verifies the existence of related problems and, if they exist, automatically closes them. The functionality is in the default system flow for the change management process.