Use > Change Management > Change Management workflows and user tasks > Plan and schedule a Standard change

Plan and schedule a Standard change

User Roles: Change Owner

Once a Standard change is prioritized, the change owner needs to plan the resources required and also review revises and update the schedule for the Standard change as needed.

To plan and schedule a change, follow these steps:

  1. Click Change Management > Search Changes in the System Navigator.
  2. Locate the Standard change record you want to update.

  3. Click Request Plan and Schedule. The change moves to the Plan and Schedule phase.

  4. Complete the following fields:

    • Scheduled Implementation Start

    • Scheduled Implementation End
    • Implementation Plan

    • Remediation Plan
  5. On the Change Details tab, perform these steps:

    1. Select the Review Required check box if you want to force the change to go through the Post Implementation Review phase of the out-of-box workflow. By default, this check box is not selected.
    2. Complete other required fields as needed.
  6. Click Save.

  7. If the scheduled change conflicts with an existing Freeze or Maintenance period that is defined in Time Period Management, a warning occurs. If you want, you can adjust the schedule and plans:
    1. Click OK to close the warning.
    2. Go to Time Period Management > Search Time Periods.
    3. Search for time periods whose category is Local Maintenance Window or Regional Freeze Period.
    4. Adjust the schedule and plans of the Standard change according to your search results.
    5. Click Save.
  8. If the change has affected configuration items, add them in the Affected Configuration Items field.

  9. If the affected configuration items have a scheduled down time, select the Configuration Item(s) Down check box, and complete the Scheduled Downtime Start and Scheduled Downtime End fields.
  10. Click Save.
  11. Set the expected change states of the attributes of the affected configuration items. To do so, click More or the More Actions menu and select Set Expected States, or click the Associated CIs tab and then click Add Attributes/Relationships.

    A wizard opens. Follow the instructions described in Set the expected state of a configuration item.

  12. Click Request Authorization.

    The Standard change moves to the Authorization phase.