How to create changes from a proposal

Multiple change records can be created from an approved proposal when the proposal requires changes to baseline service assets and configuration items.

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

After you create a change from a proposal, Service Management automatically creates a relationship between the records. The change record appears in the Related change field of the proposal.

Note

The Create change button is enabled only when the review decision is Create a change and the phase is Close.
You can create multiple changes from a proposal.

To create a change record from a proposal

From the main menu, select Plan > Idea & Proposal > Proposals.

Select the proposal from which you want to create a change record.

To filter the record list, click the Add filter button. For more information, see Filters.

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

The proposal is displayed with the General tab selected.

(Optional) If the record is not in the Review phase, move it to Review.

In the Review decision field of the Review details section, select Create a change.

In the Review feedback field, enter your review feedback that supports your review decision.

Click

Save.

At the top of the proposal form, click Create change.

The New change dialog box is displayed. The change title and description are inherited from the proposal record.

In Change details and Request for execution sections, complete the required fields.

For details of the field descriptions, refer to How to create a change record.

Click

Save when you are finished.

To create another change record, repeat step 8 to step 10.