Relating Items to the Change
It is possible to link the Change to a series of information, such as release, knowledge, problems, and others, in order to solidify and support the execution of the process.
Before getting started
The information link can occur throughout the entire lifecycle of the Change, so it can - and should - be used at any time, if necessary.
However, you must have access to a Change.
Procedure
- Access the main menu Processes > Change Management > Change;
- To inform the additional data of the change, select the "capture or view the change" option;
Relate Configuration Item and Services
Procedure
- To link Configuration Items, click on "CI Related" and then on "Search Configuration Item". Search and click on "Select" to complete the link. Therefore, it is possible to click on the icon "Services", link it to the change, and click on the icon "Change", modify the CI already registered;
- Click on the "Related Services" area and then on "Add Service" in order to search and select a service to be linked to the change;
Impact and Risk Analysis
The next area is about the type of impact analysis and change risk.
It will be necessary to click on it and complete the fields available. Remember that the fields to be completed according to the type of risk chosen (simplified or complete) will be available.
✅ Rule: The type of impact and risk analysis (simplified or complete) is defined during the registration of the portfolio of change, which allows flexibility in the user's choice of analysis, which should describe their investigation according to their specific scenario.
Relate Questionnaire
To link a Questionnaire, click on the area of the same name and select the item you want to link it to the change;
Relate Roles and responsibilities
When clicking on "Roles and responsibilities", it will be available the fields to enter the employee and its functions in the change execution;
Relate Release
To link a Release, click on the area of the same name and then on the search field and select the release you want. If you want to register a new release, click on "Register" and then complete the data.
🖊 Note: The "Description" field, when linking a release, is limited to 4000 (four thousand characters).
Relate Problems
To link Problems, click on the area of the same name and then on the search field and select the problem you want. If you want to create a new problem to be related, just click on "Register" and complete the necessary data.
Relate Knowledge
To link a Knowledge, click on the area "Knowledge Base" and then on the search field and select the knowledge you want. If you want to create new knowledge, click on "Register" and complete the necessary data.
Relate Ticket
To link Incidents/Requests, click on the area of the same name and then click on the search field and select the ticket you want. If you want to create a new incident to be related, just click on "Register" and complete the necessary data.
Save Changes
Click on "Options" and then on "Save and keep the current task" to register the execution and not advance the activity flow, or select "Save and advance flow" to close the task and send it to the next phase of the flow.