Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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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 |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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- Change Management workflows and user tasks
- Create a new change record
- Create a change request from a change proposal
- Create a new change with a Release Management category
- Apply a change model to an existing change record
- Update a change request
- Update multiple change requests
- Update multiple task records
- Return a change request to the requester
- Abandon a change request
- Assign a change owner for a change request
- Assess the risk and impact of a change
- Prioritize a change request
- Plan and schedule a Standard change
- Use Task Planner to plan change tasks
- Cancel open tasks for a change record
- Validate a Normal change
- Relate a change to another record
- Unrelate a change to another record
- Approve a change request
- Update an active approval delegation
- Delegate approvals to another operator
- Disable an active approval delegation
- Copy an approval delegation
- Build and test a change
- Implement a Standard change
- Implement an Emergency change
- Implement a Normal change
- Update the CMDB for associated configuration items
- Close a change task
- Review and close a change
- Reopen a change request or task
- View the alert log of a change
- Change the phase of a change
- Change the category of a change
- Print a change request
- Print a change request list
- Set a reminder for a change request
- View a list of services potentially affected by an outages
- Send a notification from a task or change request
- Manually calculate Time Period conflicts for a change
- Access Change Management reports
Build and test a change
Applies to User roles: Change Coordinator, Change Manager
Once a Normal or an Emergency change has entered the Build and Test phase, you need to have a Build and Test plan in place, and then complete the tasks based on the plan. When the tasks are completed, you need to update the change record with the Build and Test information.
To build and test a Normal or an Emergency change, follow these steps:
- Click Change Management > Search Changes.
- Locate the Normal change you want to update by performing a search.
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Check that all change tasks that are associated with the Build and Test phase are completed.
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Go to the Tasks tab, and close any open tasks. For details, see Close a change task.
Caution You will not be able to close the change if it has any open tasks.
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If this is a Normal change, do the following:
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Complete the following fields:
- Scheduled Implementation Start
- Scheduled Implementation End
- Implementation Plan
- Remediation Plan
- Build and Test Plan
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Build and Test Result
- If the test result is not acceptable, click More or the More Actions menu and select Abandon to abandon the change.
- If the result is acceptable, click Request Authorization to advance to the Deployment Authorization phase.
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If Service Manager reports that the scheduled implementation period conflicts with any Time Period freeze window, make adjustments to the schedule.
The Normal change is now awaiting approval.
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If this is an Emergency change, do the following:
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Complete the following fields:
- Build and Test Plan
- Build and Test Result
- If the test result is not acceptable, click More or the More Actions menu and select Abandon to abandon the change.
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If the result is acceptable, click Request Implementation to advance to the Implementation phase.
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The next step is to implement the change.