Create a new change model

User Roles: Change Coordinator, Change Manager

To create a new change model, follow these steps:

1. Click Change Management > Configuration > Change Models in the System Navigator.
2. Click New.
3. Type the change model ID.
4. Type the change model name.
5. Type the change description.

6. Click the Fill Field Category icon in the Category text box to select a change category.

   Note After the change model is created, you cannot change the category specified in the change model. If you want to change the category, you can create a new change model.

7. Click the Fill Field Subcategory icon in the Subcategory text box to select a change subcategory.

8. Select a change template from the drop-down list.

   If needed, you can specify more than one template. When users open a new change from this model, Service Manager automatically applies all specified templates in the order listed by merging their field values. The following table lists two example templates and their merge result.

   Sequence of Template	Field	Value
   1	Description	Install Windows Vista on new employee’s laptop
   	Brief Description	Install Windows Vista
   	Assignment Group	(empty)
   2	Description	(empty)
   	Brief Description	Install Windows 7
   	Assignment Group	Hardware
   Merge Result	Description	Install Windows Vista on new employee’s laptop
   	Brief Description	Install Windows 7
   	Assignment Group	Hardware

9. Select a wizard from the drop-down list.

   Note The wizard helps you to accomplish certain tasks when it executes. When you open a change model from a change, the wizard associated with the change model executes. For example, you can run a wizard to prompt the user for a device type when adding a device record.

10. Complete the form with all of the required information.
11. Click Save.

Related topics

Configuring change models

Processes and Best Practices

Add a task to a change model

Map change model fields into change records

Use change models in the Service Catalog connector

Enable or disable the Apply Change Model option for a change workflow phase