Update a change request

Applies to User Roles:

Problem Manager, Change Coordinator, Release Manager

You may be notified (for example, by telephone or email) that a change needs to be updated. For example, the change may have been assigned to the wrong Change Coordinator or the Change Manager may disagree with the impact assessment or risk categorization and request an update.

To update a change request, follow these steps:

  1. Click Change Management > Search Changes from the System Navigator.
  2. Locate the change request by performing a search.
  3. On the Updates tab, do the following:
    1. Use applicable entries in the Activity Type table to view the details of the updates needed for the change record.
    2. In the New Update Type field, select an appropriate type.
    3. In the New Update field, type a description of your update.
  4. Modify the applicable fields and then click Save.
  5. Click More or the More Actions icon and then select Change Phase. Double-click the applicable phase, and click Yes to confirm the phase change.

  6. Click Save.

Note You can add parts and labor costs tracking to an incident, problem, change, or request or to any associated task of a record. To do this, navigate to the Cost tab, specify the currency, and then specify the date, part number, and quantity for any parts used.  Alternatively, specify the date, technician name (used to derive the rate from the operator record), and hours worked for any labor. Service Manager will automatically calculate and roll up costs from any sub tasks into the Total cost field on the Costs tab.

Related topics

Example: Search for a record

Create a new change record