Apply a change model to an existing change record

User Roles: Change Manager, Change Coordinator, Change Requester

Change Management provides an “Apply Change Model” option that you can use to apply a change model to an existing change record, which may or may not have already a change model specified.

After you apply a new change model to a change record, the following behaviors apply to the change record:

• The change automatically enters the first phase of the workflow associated with the new change model.
• The field values defined in the change model will overwrite the original values in the change record.
• All tasks in waiting phase are automatically canceled as these tasks have not been worked on; the tasks after waiting phase must be manually canceled before the change model is applied, so that you are aware that applying the new change model will disrupt your original change process as you might have already started working on some tasks.

To apply a change model to a change record, follow these steps:

1. Do one of the following in the System Navigator:

   1. Click Change Management > Search Change, and then click Search.
   2. Click Change Management > Change Queue.
2. Open the change record to which you want to apply a new change model.

3. Click More > Apply Change Model.

   Note In the out-of-box setting, this option is available only for change records that use the Project Proposal, Emergency Change, Normal Change, or Standard Change workflow and are in a phase before Authorization. If the change record has open tasks, you will be prompted to cancel all the open tasks manually before applying a change model.

4. Select the desired change model from the list.

5. Click Yes to apply the change model.

   The selected change model is applied to the change record, and the change phase is changed to the first phase of its workflow.