Assess change impact and risk

After a change is reviewed and its validity is verified, it moves to the Change Assessment and Planning phase. You can then start the impact and resource assessment.

To register your assessment, follow these steps:

1. From your To Do queue, select Change from the Queue list and then select My Open Changes from the View list.
2. Expand Phase: Change Assessment Planning from the record list, and then click the change request.

3. Select or revise the values in the Impact, Urgency, and Risk Assessment fields in the Change Details section. You can also use the Description field for additional notes.

   Be sure to consider the following impacts in your assessment:

   • Impact of change on business operations
   • Impact on infrastructure and customer service
   • Impact on other services that run on the same infrastructure
   • Impact on infrastructures in the organization that are not Information Technology (IT) related
   • Impact of not implementing the change
   • IT, business, and other resources required to implement the change
   • Current change schedule (CS) and projected service outage (PSO)
   • Additional ongoing resources required if the change is implemented
   • Impact on the continuity plan, capacity plan, security plan, regression test scripts, data and test environment, and Service Operations practices

   Note After you add values to the Impact and Urgency fields, the Priority field is automatically calculated based on those values.

4. Contact the change assessors for their evaluation of the change, and then update the change with their comments.

   The result of the evaluation is:

   • Temporary approval
   • Readjust the impact and risk categorization

   • Reject the change and update the description with an explanation for the rejection

     Click More or the More Actions icon and then select Reject to forward the change to the Evaluation and Closure phase. In the Rejection Details wizard, type the reason for the rejection and then click Finish.

5. Determine whether or not the change needs to be implemented using Release and Deployment Management due to a functional change to the service. If so, select the Release Management check box in the Change Details section.
6. Click Save & Exit.
7. After completing these steps, plan and schedule the change if necessary.

Reject a change request
Plan and schedule a change
More Actions menu

Change assessment and planning (ST 2.3)