Use > Change Management > Change Management workflows and user tasks > Create a new change with a Release Management category

Create a new change with a Release Management category

Applies to User Roles:

Change Manager, Change Coordinator

Change Management provides an out-of-box change category named Release Management, which is based on the out-of-box Release Management workflow. You create a new change either from a change model (by default) or from a change category depending on how your system administrator has set up Change Management.

Before you can create a new change with a Release Management category, your Change Management must meet either of the following prerequisites:

  • Change Management is configured to open new changes from change models, and has a Change Model defined for the Release Management category; the Release Management category has one or more subcategories defined.
  • Change Management is configured to open new changes from change categories and has already a Release Management change category defined.

To open a new change with a Release Management category, follow these steps:

  1. Click Change Management > Create New Change.
  2. Perform one of the following steps depending on your Change Management settings:

    • Select a change model that has the Release Management category and a subcategory defined.
    • Select Release Management from the list of change categories.
  3. Select the release type (hardware or software) from the Release Type list.
  4. Fill in the all required fields and other additional fields as needed.

  5. Click Save.

  6. Click Next Phase.

    The Assess phase is closed and the change advances to the Plan and Design phase for the out-of-box workflow.

Related topics

Release management