Review and close a change

The process of reviewing and closing a change varies with the change workflow: Change Proposal, Standard, Emergency, or Normal.

Change Proposal

Once a change request has been created from a change proposal, you can review and close the change proposal.

To review and close a change proposal, follow these steps:

1. Click Change Management > Search Changes.
2. Locate the change proposal you want to close.
3. Click the Related Records tab, and open the linked change request to verify that it contains correct and sufficient information.
4. Return to the change proposal, and click Close.
5. Enter a closure code and closure comments.
6. Click Finish.

Standard, Emergency, or Normal

Once a Standard, Normal, or an Emergency change is implemented, you need to review the change implementation, and then select one of the options as described in the following table.

No.	Option	Description	Notes
1	Directly close the change	Select this option if the change is successful and can be closed immediately.	Standard and Emergency changes only
2	Perform a Post-Implementation Review (PIR) and then close the change	Select this option if you need to perform a PIR before closing the change record. The purpose of a PIR is to confirm the following items before closing the change: The change meets its objectives. The change requester and stakeholders are satisfied with the results Unanticipated effects have been avoided Lessons learned are incorporated in future changes	Standard and Emergency changes only
3	Update the Configuration Management Database (CMDB) and then close the change	Select this option if the change is successful and you need to update the CMDB for the affected CIs before closing the change record.	Normal changes only
4	Update the CMDB and then perform a PIR and close the change	Select this option if you need to update the CMDB for the affected CIs and need to perform a PIR before closing the change record.	Normal changes only
5	Conduct remediation and then perform a PIR and close the change	Select this option when remediation is needed before performing a PIR and closing the change.	Standard, Emergency, and Normal changes

To review and close a Standard, Normal, or an Emergency change, follow these steps:

1. Click Change Management > Search Changes.
2. Locate the change you want to close.
3. Review the change implementation results, and proceed to one of the following options.
4. Option 1: Directly close the change.
   1. Click Close.
   2. If the subcategory being displayed is incorrect, select the correct one.
   3. Select a closure code, and add closure comments.
   4. Click Finish.

5. Option 2: Request a PIR before closing the change.

   1. Click Request PIR. The change moves to the Post Implementation Review phase.
   2. Perform a post-implementation review.
   3. In the Review Results field, enter your review results.
   4. Click Close.
   5. If the subcategory being displayed is incorrect, select the correct one.
   6. Select a closure code, and add closure comments.
   7. Click Finish.

6. Option 3: Update the CMDB and then close the change.

   1. Update the CMDB for associated CIs of the change. For details, see Update the CMDB for associated configuration items.

      Caution Make sure that all CI attribute/relationship changes (if any) are in Validated or Canceled status. If any of them are still in Proposed status, you will not be able to close the change later.

   2. Click Close to close the change.

7. Option 4: Update the CMDB and then perform a PIR and close the change.

   1. Update the CMDB for associated CIs of the change. For details, see Update the CMDB for associated configuration items.
   2. Continue as described in option 2.

8. Option 5: Conduct remediation before performing a PIR and then closing the change.

   1. Click Remediation.
   2. In the Remediation Method field, select Full or Partial.
   3. In the Remediation Comments field, enter your comments.
   4. Continue as described in option 2.