Mark a change as Review Required

User Roles: Change Manager, Change Coordinator

When a Normal or Emergency change moves to the Risk and Impact Analysis phase or a Standard change moves to the Plan and Schedule phase, you can mark the change as review required by selecting a Review Required check box.

  • When this option is selected, the change must go through the Post Implementation Review phase of the out-of-box workflow. Additionally, when the change record enters the Post Implementation Review phase, the system automatically sends a notification to the Change Coordinator and Change Manager.
  • When this option is not selected, the change can bypass this review phase.

Note This check box appears in the Risk and Impact Analysis phase or the Plan and Schedule phase, and becomes read-only after this phase.

The following table describes how the Review Required settings affect the change workflows.

Workflow Review Required is selected Review Required is not selected

Normal Change

This is the default setting.

A Close button is not available in the CMDB Update phase.

A Close button is available in the CMDB Update phase, which allows the change to directly advance to the Closure phase.
Emergency Change

This is the default setting.

A Close button is not available in the Implementation phase.

A Close button is available in the Implementation phase, which allows the change to directly advance to the Closure phase.

Standard Change

A Close button is not available in the Execution phase.

This is the default setting.

A Close button is available in the Execution phase, which allows the change to directly advance to the Closure phase.

To mark a change as Review Required, follow these steps:

  1. If it is a Normal or Emergency change, you do so as part of the risk and impact analysis task. For details, see Assess the risk and impact of a change.
  2. If it is a Standard change, you do so as part of the planning and scheduling task. For details, see Plan and schedule a Standard change.