Create a change from a request task

Security Roles: Request Coordinator, Request Analyst

You can create a change record directly from a request task, so that the request task can be fulfilled by this change.

This action is only available in the “Active” phase. Users who have the “New” right in the “Change” area are authorized for this action.

To create a change from an existing request task, follow these steps:

1. Click Request Fulfillment > Search Request Tasks, enter your search criteria, and then click Search.
2. Open the request task record that you want to create a change from.

3. From the request task record, click More or the More Actions icon, and then select Create Change.

4. Select a change model or a category for the change.

5. Edit the values or type necessary information in the change record.

   Note The values in following fields are copied from the request task: title, description, impact, company, and folder.

6. Click Save

   A new change record is created and linked to the request task.