Create a new change request

Sometimes you will need to create a new change request that is not based on an existing interaction or known error.

To create a new change request, follow these steps:

1. From your To Do queue, select Change from the Queue list.
2. Click New. Service Manager displays a list of categories specific to your user profile.

3. Click a category for the new change request. Service Manager displays a new form and populates the following fields based on your previous selections:

   • Change ID
   • Phase
   • Status
   • Approval Status
4. Complete the form with all of the required information and any additional information.
5. If you are logged in as a Problem Manager and want to associate an existing known error with this change, use the More button or the More Actions icon to associate a known error record with this change.
6. Click Save. A message displays the change number and a notification of the change is sent to the selected change initiator.
7. Click More or the More Actions icon and then select Change Phase.
8. Select the applicable phase. For example, Change Review. The phase status changes to the phase you selected.

Create change request from user interaction
Update a change request
Withdraw a change request