Send a notification from a task or change request

Applies to User roles:

Change Coordinator

To send a notification from a task or change request, follow these steps:

  1. Do one of the following to generate a record list:

    • Click Change Management > Search Changes.
    • Click Change Management > Search Tasks.
  2. Use search or advanced search to find one or more records.
  3. Click a record to view its detail.
  4. Open the More Actions menu on the change or task form.
  5. Click Notify.
  6. Add one or more recipients to the To text box, or type an assignment group in the Group text box.

  7. Select one of the following notification methods:

    • Mail: Uses the internal Service Manager Mail application (not Email).
    • Email: Uses the Service Manager Email application.

      If you select Email, you can specify the names of the recipients in the CC and BCC fields as needed. In addition, you can click Attachment > Add Files to add attachments to the email message as needed.

  8. Modify the subject and the message in the notification as needed.

  9. Click Send.

Related topics

More Actions menu
Example: Search for a record

Approve, deny, or retract a change
Approve multiple change requests
Process an approved, denied, or retracted change