How to create a change model

From the main menu, select Build > Change. Service Management displays a list of all change records.

Select the record you want to use as the model.

Click the record identifier in the ID column to display the selected record.

Click More > Create model from record. Service Management displays the new model form with the values copied from the original record.

Every change model created this way takes all the field values from the existing record, including user options, but excluding:

• Change model

• Dates

• Owner

• Approval status

• Completion code

When you create a change model from a change record, Service Management:

• Clears the value of fields that are not relevant to the model, such as dates, times, and assigned person.

• Generates the model task plan from the change task plan, merged with the task instances for the selected change record.

Edit the model as required.

Click Save on the toolbar.

From the main menu, select Build > Change > Models > New. Service Management displays the New change model form.

The record fields displayed are the same as those detailed in How to create a change record. However, out-of-the-box, Service Management disables some fields when creating a change model. If you have the appropriate rights, you can customize this behavior.

Complete the General model details section.

Click Attachments > Add to upload a file to the change model.

Click the User options tab to add custom fields to the model.

The user options tab allows you to add custom fields to the change model.

If you add custom fields, Service Management automatically adds the User options default values section to the Default values tab.

1. Click New field to add a field.

   The properties for each field are shown in the right pane.

   Property	Description
   Name	The name of the user option. The name: Must start with an upper case letter. May contain alphanumeric characters only (A-Z, a-z, 0-9). May not contain spaces. Must end with _c. This suffix is added automatically. You do not need to enter it manually.
   Display name	The display name of the field in the Service Management user interface.
   Field type	The field type: String. A textual value. Boolean. A true or false value. Numeric. A numeric value. List. A list of values. Select a predefined list, or click  Add to define a new list. Edit the list's items if desired. When List is selected, the List order field appears. Select Alphabetical to sort the list alphabetically, or Ordinal to sort the list by the user-defined order. For more information, see Create or edit a list in the User Options tab. For editable lists, you can edit the list items here. For more information, see Lists. Date. A date value. Rich text. A value in rich text format.
   Field size	The size of the field in the Service Management user interface. Select Medium or Large. In the Service Portal, all fields are displayed as a fixed size, one field per line, regardless of the selected field size.
   Required	Determines whether the field is mandatory or not. That is, if selected, the user must fill in a value for this field.
   Map values by	Enables mapping fields from a parent list to the items in this list. Available: For the List field type only.

2. Repeat for each new field.

3. Click the Move Up and Move down buttons on the toolbar to determine the order in which the user options should be displayed.

Click the Rules tab to add business rules to the model.

For each of the process events, you can add rules to run before or after the general record business rules. For more information, see Change model business rules.

Click the Task plan tab to add tasks to the model.

For more information about tasks, see How to build a task/approval plan.

Click the Approvals tab to add approvals to the model.

For more information about approvals, see How to build a task/approval plan.

Click the Default values tab and complete the information relevant for the model.

The record fields displayed are the same as those detailed in How to create a change record. However, out-of-the-box, Service Management disables some fields when creating a change model. If you have the appropriate rights, you can customize this behavior.

• General change details

  Field	Description
  Title	This field is not relevant when creating a change model. This field is enabled when you create a record.
  Description	A description that captures the details of the change.
  Reason for change	The reason for the change. Choose a reason that most closely matches the purpose of the change request.
  Latest execution time	The date and time by when the change is to be completed.
  Justification	The justification for the change. What is the reason for the change? Best practice: be as specific as possible.
  Reported by	This field is not relevant when creating a change model. This field is enabled when you create a record.

• Classification

  Field	Description
  Priority	The priority for implementing the change. This is a read-only calculated field.
  Owning group	The group responsible for dealing with the change. Expression Language mode is available to complete this field.
  Urgency	This field is not relevant when creating a model. This field is enabled when you create a record.
  Owner	The person responsible for dealing with the change. Expression Language mode is available to complete this field. Note: The drop-down list only displays people who are members of the owning group.
  Impact	The global effect on the user community. Consider whether the problem affects the entire enterprise, a business unit, or an individual. Expression Language mode is available to complete this field.
  Risk	The risk involved in making the change. Expression Language mode is available to complete this field.
  Service	This field is not relevant when creating a change model. This field is enabled when you create a record.
  Category	This field is not relevant when creating a change model. This field is enabled when you create a record.
  Change model	This field is not relevant when creating a change model. This field is enabled when you create a record.

  Simple and Expression Language modes

  For the indicated fields, the following are available:

  • Simple Mode. Enter the default value in the text box, or for a list, select a value from the drop-down list, or select or deselect an option field.

  • Expression Language Mode. Enter an Expression Language phrase that returns the default value.

  Click the Expression Language button to toggle between these options. When the button is selected (green), the field is in Expression Language mode. When it is not selected (white), the field is in Simple mode. For a full list of Expression Language functions, see Expression Language functions and syntax.

• Change plan

  Field	Description
  Build and test required	Marks the change as requiring a build and test. Ensure you clear this check box if a build and test is not required. Expression Language mode is available to complete this field.
  Implementation plan	Details of the implementation plan.
  Remediation plan	Details of the remediation plan.
  External reference	The relevant external reference number, if available.

• Scheduled times

  Field	Description
  Breach status	This field is not relevant when creating a change model. This field is enabled when you create a record.
  Scheduled start	This field is not relevant when creating a change model. This field is enabled when you create a record.
  Scheduled end	This field is not relevant when creating a change model. This field is enabled when you create a record.
  Scheduled duration	The scheduled duration for the change. Click the duration to display a widget for editing the value.
  Scheduled DT start	This field is not relevant when creating a change model. This field is enabled when you create a record.
  Scheduled DT end	This field is not relevant when creating a change model. This field is enabled when you create a record.
  Scheduled DT duration	The scheduled downtime duration for the change. Click the duration to display a widget for editing the value.

• Actual times

  Field	Description
  Actual start	This field is not relevant when creating a change model. This field is enabled when you create a record.
  Actual end	This field is not relevant when creating a change model. This field is enabled when you create a record.
  Actual duration	This field is not relevant when creating a change model. This field is enabled when you create a record.
  Actual DT start	This field is not relevant when creating a change model. This field is enabled when you create a record.
  Actual DT end	This field is not relevant when creating a change model. This field is enabled when you create a record.
  Actual DT duration	This field is not relevant when creating a change model. This field is enabled when you create a record.

  Duration widget

  If you have the appropriate permissions, you can configure the widget to display either of the following:

  • Days, hours, and minutes

  • Months, days, and hours

  The length of a month is hard-coded in the widget at 30 days.

  For more information, see "Precision" in Edit a field.

• User options

  Field

  Description

  <User-defined field>

  For each user option field, select one of the following options: Simple Mode. Enter the default value in the text box, or for a list, select a value from the drop-down list. Expression Language. Enter an Expression Language phrase that returns the default value. Click the Expression Language button to toggle between these options. When the button is selected (green), the field is in Expression Language mode. When it is not selected (white), the field is in Simple mode. For a full list of Expression Language functions, see Expression Language functions and syntax.

Click Save on the toolbar.