How to edit a change model

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)`

Note If you edit a change model, the changes have no effect on existing change records, but affect all new change records created after the edit.

You can edit multiple records simultaneously by selecting them in the grid and updating them in the Preview pane on the right. For more information, see Mass update.

From the main menu, select Build > Change > Models.

Select the change model.

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

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

In the right panel, there are Change Analytics widgets that display information about changes relevant to the model you are viewing. Relevant means these changes used the same model and were closed within the preceding six months.
- Success analysis widget
  
  This displays, as a pie chart, the successful, relevant changes out of all the closed changes that used the model you are viewing.
  
  If you point to the chart, actual percentages are displayed.
  
  If you click on a portion of the pie chart, Service Management takes you to a filtered list of changes to match the portion you clicked on. For example, if you click on the successful portion, displays all the successful, relevant changes that used the model you are viewing.
- Risk statistics
  
  This displays, as a bar chart, the risk profile of all the relevant changes.
  
  If you point to the chart, actual percentages are displayed.
  
  If you click on a bar in the chart, Service Management takes you to a filtered list of changes to match the bar you clicked on. For example, if you click on the High risk bar, Service Management displays all the high risk changes that used the model you are viewing.

Edit each of the following sections as required.

Edit the General model details section.

Field	Description
Title	A name for the model. Best practice: Choose a meaningful, descriptive, and relatively short name. The name is often the only identification used in selection lists and in other areas to identify components.
Description	A description that captures the details of the model.
Service	The service affected by a change created using this model. Services are usually related to one of the following: Infrastructure. For example, database or network services. Business services. For example, email or a web portal. Note: If you do not select a value, the model affects all services. When creating a change using this model, you must select a specific service.
Category	The category of a change created using this model. Service Management uses the category to classify change records.
Change type	The type of change record sets the workflow type.

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

Note

The following file formats are supported: jpg; jpeg; gif; png; doc; docx; ppt; pptx; xls; xlsx; pdf; txt; xml; zip; msg; sql; gz; rar; tar; 7z.
The maximum file size of an attachment is 10 MB.
If the Attachments field has been defined as encrypted for this record type and you are a member of an encryption domain, click Add encrypted attachments to attach an encrypted file to the record.
Attachments are not visible in the Service Portal.

Click the Workflow tab, to view the workflow for the model.

The following may only be edited when the model is in draft status:

Change type
Task plans
Default values

To change the status to active, you must have the appropriate rights. For more information about model status, see How to activate a 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.

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.

Repeat for each new field.
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 the task plan, 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.

Note 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.

Click the Discussions tab to view any relevant conversations about the model.

For more information about discussions, see Discussions.

To view changes or updates made to the record, click the History tab. For more information, see History.

Click Save.

You can edit multiple records simultaneously by selecting them in the grid and updating them in the Preview pane on the right. For more information, see Mass update.

How to edit a change model

Related topics