Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
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Two or more words in the same topic |
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| Either word in a topic |
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| Topics that do not contain a specific word or phrase |
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| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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| A combination of search types | ( ) parentheses |
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- Change Management workflows and user tasks
- Create a new change record
- Create a change request from a change proposal
- Create a new change with a Release Management category
- Apply a change model to an existing change record
- Update a change request
- Update multiple change requests
- Update multiple task records
- Return a change request to the requester
- Abandon a change request
- Assign a change owner for a change request
- Assess the risk and impact of a change
- Mark a change as review required
- Prioritize a change request
- Plan and schedule a Standard change
- Use Task Planner to plan change tasks
- Cancel open tasks for a change record
- Validate a Normal change
- Relate a change to another record
- Unrelate a change to another record
- Approve a change request
- Build and test a change
- Implement a Standard change
- Implement an Emergency change
- Implement a Normal change
- Update the CMDB for associated configuration items
- Close a change task
- Review and close a change
- Reopen a change request or task
- View the alert log of a change
- Change the phase of a change
- Change the category of a change
- Print a change request
- Print a change request list
- Set a reminder for a change request
- View a list of services potentially affected by an outages
- Send a notification from a task or change request
- Manually calculate Time Period conflicts for a change
- Access Change Management reports
Plan and schedule a Standard change
User Roles: Change Owner
Once a Standard change is prioritized, the change owner needs to plan the resources required and also review revises and update the schedule for the Standard change as needed.
To plan and schedule a change, follow these steps:
- Click Change Management > Search Changes in the System Navigator.
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Locate the Standard change record you want to update.
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Click Request Plan and Schedule. The change moves to the Plan and Schedule phase.
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Complete the following fields:
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Scheduled Implementation Start
- Scheduled Implementation End
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Implementation Plan
- Remediation Plan
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On the Change Details tab, perform these steps:
- Select the Review Required check box if you want to force the change to go through the Post Implementation Review phase of the out-of-box workflow. By default, this check box is not selected.
- Complete other required fields as needed.
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Click Save.
- If the scheduled change conflicts with an existing Freeze or Maintenance period that is defined in Time Period Management, a warning occurs. If you want, you can adjust the schedule and plans:
- Click OK to close the warning.
- Go to Time Period Management > Search Time Periods.
- Search for time periods whose category is Local Maintenance Window or Regional Freeze Period.
- Adjust the schedule and plans of the Standard change according to your search results.
- Click Save.
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If the change has affected configuration items, add them in the Affected Configuration Items field.
- If the affected configuration items have a scheduled down time, select the Configuration Item(s) Down check box, and complete the Scheduled Downtime Start and Scheduled Downtime End fields.
- Click Save.
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Set the expected change states of the attributes of the affected configuration items. To do so, click More or the More Actions menu and select Set Expected States, or click the Associated CIs tab and then click Add Attributes/Relationships.
A wizard opens. Follow the instructions described in Set the expected state of a configuration item.
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Click Request Authorization.
The Standard change moves to the Authorization phase.
