Use > Change Management > Change Management workflows and user tasks > Assess the risk and impact of a change

Assess the risk and impact of a change

User Roles: Change Manager, Change Coordinator

When a change moves to the Risk and Impact Analysis phase, you need to assess its risk and impact.

Note Only Change Proposals, Normal and Emergency changes have a Risk and Impact Analysis phase in their workflows.

To assess the risk and impact of a change, follow these steps:

  1. Click Change Management > Search Changes in the System Navigator.
  2. Locate the change record you want to update.

  3. If this is a Change Proposal or an Emergency change, do the following:

    1. Update the Impact field as needed.
    2. Complete the Financial Impact field if needed.
    3. In the Risk Assessment field, select a value from the drop-down list.

    4. (For an Emergency change only) Deselect the Build and Test Required check box if you want to the change to bypass the Build and Test phase of the out-of-box workflow.

      Note This check box is selected by default for Emergency changes.

    5. Complete the following mandatory fields:

      • Scheduled Implementation Start

      • Scheduled Implementation End

      • Implementation Plan
      • Remediation Plan

    6. (For an Emergency change only) Click the Change Details tab, and deselect the Review Required check box if you do not want to force the change to go through the Post Implementation Review phase of the out-of-box workflow.

      Note This check box is not available for a Change Proposal, and is selected by default for an Emergency change. For more information about this setting, see Mark a change as Review Required.

    7. Click Request Authorization.

  4. If this is a Normal change, do the following:

    1. Update the Risk Assessment field as needed.
    2. Update the Impact field as needed.
    3. Complete the Financial Impact field if needed.

    4. Deselect the Review Required check box if you do not want to force the change to go through the Post Implementation Review phase.

      Note This check box is automatically selected for a Normal change. For more information about this setting, see Mark a change as Review Required.

    5. Complete the Remediation Plan field.

    6. Click Request Authorization.

The change now moves to the next phase.

 

Related topics

Mark a change as Review Required

Plan and schedule a Standard change