Plan and schedule a change

Part of Workflow(s):

Change assessment and planning (ST 2.3)

Applies to User Roles:

Change Coordinator

After assessing the change impact and risk and registering the results of your assessment, you can plan and schedule the change.

To plan and schedule a change, follow these steps:

  1. From your To Do queue, select Change from the Queue list and My Open Changes from the View list.
  2. Expand Phase: Change Assessment Planning from the record list and click the change request.
  3. In the Change Details section, enter the Planned Start and Planned End dates.
  4. Type the details of the plan changes in the Plan field.
  5. Click Close Phase. The phase status changes from Change Assessment & Planning to Change Approval.

Change assessment and planning (ST 2.3)

Assess change impact and risk
Reject a change request