Registering Change Portfolio

This functionality is intended to create a portfolio of changes in order to speed up the creation of a new change by grouping them by specific criteria.

Procedure

Access the main menu Processes > Change Management > Portfolio Change;
Click on "New Portfolio";
Complete the fields available:

Field	Description
*Name ()**	Name of portfolio change
Description	Description of portfolio change
Icon	Set an image to represent a portfolio change

4. Click on "Save";

Change Portfolio

Select "Advanced" to open portfolio preferences;

Import Deprecated Template Data

Click in "Import deprecated template data" to import an existing template. Select the template and edit if necessary;
Click on "Save" to add the import template to your portfolio;

New Model

Select the option "New Model" to create a new (template);
Complete the fields available:

Field	Description
Icon	Set an image to represent a portfolio change
*Name ()**	Name of portfolio change
Description	Description of portfolio change
*Flow ()**	Set a flow to portfolio change
*Executor Group ()**	set an executor group to portfolio change
*Calendar ()**	Set a Calendar for portfolio change
*E-mail Creation ()**	Set an E-mail Creation to portfolio change
*E-mail Completion ()**	Set an E-mail Completion to portfolio change
*E-mail Actions ()**	Set an E-mail Actions to portfolio change
*Impact ()**	Set an Impact on portfolio change
*Urgency ()**	Set an Urgency for portfolio change
*Type of Impact and Risk Analysis ()**	Select the impact and risk to change
*Type ()**	Select the type of change between "Normal", "Emergency", "Standart"
Category	Select the category to portfolio change
Agile Analysis of Risk	Risk analysis is used within the availability process to identify risks and availability
Creation Template	In this field, the templates linked to the change and which are applicable when creating the change will be presented
Tracking Template	In this field, the templates linked to the change and which are applicable to the moment of the execution of the change will be presented
Assessment of the Quality of the Change	Select the quality of the change to portfolio change
Status	Set the status between "New", "Active" and "Retired"

💭Did you know?

Attention with type between: * Normal: it is a change that follows a normal flow of evaluation, approval, and authorization;

* Emergency: it is a change in a service that pretends to emergency repair an error in the IT service;

* Standart: it is a change that is previously pre-approved by the Change Management and already has accepted and established procedures.

🖊 Note: Attention with the Templates

It is necessary to have a registered Change Template informing if it's linked to a Builder form.
The change form must be linked to a Template;
After registering, it is necessary to inform if the template is applicable to the ticket, the change or both;
The change template can only be of the Builder type;
Related Knowledge: Register a Ticket/Change Template

Contract

To link a contract select "Link Contract" and search a contract with a filter;

Change

To register the change complete the fields:

Field
Change Title
Change Description
Effect of not Implementing the Change

Planning

To plan the change use the features:

Tabs	Description
Activities	Create a Workspace or link an existing one
Date	Date for planning the change: In the "Expected start date" field, the start date of the planning must be indicated. In the "Expected end date" field, the end date of the planning must be indicated. After indicating the start date and end date, you can check the conflicts by clicking on "View conflicts". Approval: "Acceptance date" must be given a date to be accepted, "Voting" must be given the date for voting, "Conclusion date" must be given a date for completion
Actions	Add an action for the change
System Notifications	Set up a system notification to inform you of the change
Documents	Link knowledge to change
Attachments	Insert attachments to change
Annotations	Add relevant notations for change

Reversion plan

To plan the change reversal use the features:

Tabs	Description
Activities	Create a Workspace or link an existing one
Actions	Add an action for the change
System Notifications	Set up a system notification to inform you of the change rollback plan
Documents	Link knowledge to the reversal plan
Attachments	Insert attachments to the reversal plan
Annotations	Add relevant notations to the reversal plan

Click on "Save".