Applies to User Roles:

Configuration Administrator

Modify a configuration item

You may be assigned a change task by the Change Coordinator that requests you to modify a configuration item (CI). Follow the procedure below to ensure that changes to configurations are properly controlled and records of any modifications are maintained.

To modify a CI, follow these steps:

  1. Find the task that requests the modification of an existing CI in your To Do Queue, and then double-click the record to open it. If you do not see the task in your To Do Queue, click the Change Tasks queue to view the task.
  2. Review the task to determine whether the information required to modify the CI is complete and accurate.
  3. In the Affected CI list, click the CI that you have been requested to modify and then click Find to display the CI details.
  4. Review the current information about the CI to make sure that the starting point for the modifications is as expected.
  5. Verify that the proposed modifications are correct, applicable, and in accordance with Configuration Management policies. If the modification is not applicable, reject the change task.
  6. Modify the necessary fields in the configuration record.
  7. Click Save & Exit.
  8. Notify the Change Coordinator that the CI modification is complete and that the task can be closed.

Example: Search for a record