Use > Build > Change Management > Change notification rules

Change notification rules

Service Management sends an email notification to designated users when a business rule triggers a notification event. The following sections describe the notifications. The default business rules define the recipients according to the user or group identified in the change record, but an administrator must first do the following:

  • Assign the appropriate Change Management roles to the named users.

  • Populate groups with users who also have the appropriate roles to add, change, or update change records.

All change types

New change

Template Recipients Content Notes
Template definition for change has been opened
  • Service owner

  • Requested by person

  • Change Manager Group members

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

Confirmation of new change record created.

Comment added

Template Recipients Content Notes
New comment added
  • Change owner

  • Change Manager Group members

  • All commenters

  • Change title

  • ID

  • Last three comments with avatars

Confirmation of new comment

Emergency changes

Enters Build and test phase

Template Recipients Content Notes
Template definition for change has been opened

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

Confirmation Build and test phase reached.

Enters ECAB phase

Template Recipients Content Notes
Template definition for change has reached the deployment approval phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

Confirmation ECAB phase reached.

Transitions from ECAB phase

Template Recipients Content Notes
Template definition for ECAB denial of Change
  • Reported by person

  • Change owner
  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

From ECAB to Plan. Confirmation approval for change denied.
All included changes have been approved Release owner
  • Change title

  • ID

  • Release title

  • Service

  • Creation time

  • Scheduled start time

  • Scheduled end time

  • Description

  • Justification

  • Release type

  • Owner

  • Priority

  • Risk

From ECAB to Execute. Change is part of a release, and is the last change to be approved among all the release changes.

Enters Execute phase

Template Recipients Content Notes
Template definition for change has reached the execute phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

  • Scheduled start

  • Scheduled end

Confirmation Execute phase reached.

Enters Remediate phase

Template Recipients Content Notes
Template definition for change has reached the backout phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

  • Remediation plan

Confirmation Execute phase reached.

Leaves Deployment metaphase

Template Recipients Content Notes
All included changes have been approved Release owner
  • Change title

  • ID

  • Release title

  • Service

  • Scheduled start time

  • Scheduled end time

  • Description

  • Release type

  • Owner

  • Priority

Change is part of a release, and is the last change to be deployed among all the release changes.

Enters CMDB update phase

Template Recipients Content Notes
Template definition for change has reached the CMDB update phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

Confirmation CMDB update phase reached.

Enters Review phase

Template Recipients Content Notes
Template definition for change has reached the review phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

  • Actual start

  • Actual end

Confirmation Review phase reached.

Enters Close phase

Template Recipients Content Notes
Template definition for closed change

Change Manager Group members

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Priority

  • Review results

Confirmation change record has been closed.

Enters Abandon phase

Template Recipients Content Notes
Template definition for abandoned change

Change Manager Group members

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

Confirmation Abandon phase reached.

Normal changes

Enters Plan phase

Template Recipients Content Notes
Template definition for change has reached planning phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

Confirmation Plan phase reached.

Enters Approve plan phase

Template Recipients Content Notes
Template definition for change has reached technical approval phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

  • Scheduled start

  • Scheduled end

Confirmation Approve plan phase reached.

Transitions from Approve plan to plan phase

Template Recipients Content Notes
Template definition for plan denial of change
  • Change owner

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

Confirmation approval for change denied.

Enters Build and test phase

Template Recipients Content Notes
Template definition for change has reached build phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

Confirmation Build and test phase reached.

Enters Approve deployment phase

Template Recipients Content Notes
Template definition for change has reached the deployment approval phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

Confirmation Approve deployment phase reached.

Transitions from Approve deployment phase

Template Recipients Content Notes
Template definition for plan denial of change
  • Reported by person

  • Change owner
  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

From Approve deployment to Build and test. Confirmation approval for deployment denied.
Template definition for deployment denial of change
  • Reported by person

  • Change owner
  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

From Approve deployment to Plan. Confirmation approval for deployment denied.
All included changes have been approved Release owner
  • Change title

  • ID

  • Release title

  • Service

  • Creation time

  • Scheduled start time

  • Scheduled end time

  • Description

  • Justification

  • Release type

  • Owner

  • Priority

  • Risk

From Approve deployment to Execute. Change is part of a release, and is the last change to be approved among all the release changes.

Enters Execute phase

Template Recipients Content Notes
Template definition for change has reached the execute phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

  • Scheduled start

  • Scheduled end

Confirmation Execute phase reached.

Enters Remediate phase

Template Recipients Content Notes
Template definition for change has reached the backout phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

  • Remediation plan

Confirmation Execute phase reached.

Leaves Deployment metaphase

Template Recipients Content Notes
All included changes have been approved Release owner
  • Change title

  • ID

  • Release title

  • Service

  • Scheduled start time

  • Scheduled end time

  • Description

  • Release type

  • Owner

  • Priority

Change is part of a release, and is the last change to be deployed among all the release changes.

Enters CMDB update phase

Template Recipients Content Notes
Template definition for change has reached the CMDB update phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

Confirmation CMDB update phase reached.

Enters Review phase

Template Recipients Content Notes
Template definition for change has reached the review phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

  • Actual start

  • Actual end

Confirmation Review phase reached.

Enters Close phase

Template Recipients Content Notes
Template definition for closed change
  • Service owner
  • Change Manager Group members

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Priority

  • Review results

Confirmation change record has been closed.

Enters Abandon phase

Template Recipients Content Notes
Template definition for abandoned change
  • Service Owner

  • Change Manager Group members

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

Confirmation Abandon phase reached.

Standard changes

Enters Plan phase

Template Recipients Content Notes
Template definition for change has reached planning phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

Confirmation Plan phase reached.

Transitions from Plan to Execute phase

Template Recipients Content Notes
All included changes have been approved

Release owner

  • Change title

  • ID

  • Release title

  • Service

  • Creation time

  • Scheduled start time

  • Scheduled end time

  • Description

  • Justification

  • Release type

  • Owner

  • Priority

  • Risk

Change is part of a release, and is the last change to be approved among all the release changes.

Enters Execute phase

Template Recipients Content Notes
Template definition for change has reached the execute phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

  • Scheduled start

  • Scheduled end

Confirmation Execute phase reached.

Enters Remediate phase

Template Recipients Content Notes
Template definition for change has reached the backout phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

  • Remediation plan

Confirmation Execute phase reached.

Leaves Deployment metaphase

Template Recipients Content Notes
All included changes have been approved Release owner
  • Change title

  • ID

  • Release title

  • Service

  • Scheduled start time

  • Scheduled end time

  • Description

  • Release type

  • Owner

  • Priority

Change is part of a release, and is the last change to be deployed among all the release changes.

Enters CMDB update phase

Template Recipients Content Notes
Template definition for change has reached the CMDB update phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

Confirmation CMDB update phase reached.

Enters Review phase

Template Recipients Content Notes
Template definition for change has reached the review phase

If Reported by person is blank:

  • Change Manager Group members

Otherwise:

  • Reported by person

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

  • Actual start

  • Actual end

Confirmation Review phase reached.

Enters Close phase

Template Recipients Content Notes
Template definition for closed change
  • Service owner
  • Change Manager Group members

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Priority

  • Review results

Confirmation change record has been closed.

Enters Abandon phase

Template Recipients Content Notes
Template definition for abandoned change
  • Service owner

  • Change Manager Group members

  • Change title

  • ID

  • Service

  • Category

  • Description

  • Justification

  • Priority

Confirmation Abandon phase reached.

For more information about customizing notification templates, see Notifications.

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