This documentation supports the 18.05 version of Change Management.

To view the latest version, select the version from the Product version menu.

Change status transitions - Draft to complete with task phase management enabled

  1. The change request starts in the Initiate stage with the Draft status. Any related task groups or tasks are in the Staged status.
  2. Depending on whether approvals are mapped for the approval phases, one of the following actions happens:
    • If approvals are mapped to the Review approval phase:
      1. The change moves to the Request for Change status of the Review & Authorize stage. The first task in the Business Approval phase is activated. The approver must approve the change request.
      2. The change moves to the Planning in Progress status of the Plan & Schedule stage.
    • If no approvals are mapped and standard approval configurations are used, the request moves to the Planning in Progress status of the Planning & Schedule stage, skipping the Request for Authorization status of the Initiate stage and the Request for Change status of the Review & Authorize stage. Tasks in the Review and Business Approval phases are activated according to the defined sequences.

      Notes

      • If task closure is enforced, approvers must ensure that tasks defined for a phase are closed before the change can move forward. For example, tasks defined for the Review phase must be closed in the Initiate stage, and tasks defined in the Business Approval phase must be closed in the Review and Authorize stage.
      • When both a task and an approval are activated for the same change status, the approver must ensure that the task is completed before approving the change request.
  3. Tasks are activated as the change moves to the phase for which the task is defined. When activated, tasks follow the life cycle described under Change task status transitions.
  4. In the Plan & Schedule stage, when all tasks defined for the Review and Business Approval phases are closed, the request moves to the Scheduled for Review status.
  5. The Change Manager or the Change Coordinator moves the request forward through the Schedule for Approval and Scheduled statuses of the Plan & Schedule stage.
    If approvers are mapped to these stages, the change is moved forward only after the required approvals are done.
  6. After required approvals (if any) are done, the Change Manager or the Change Coordinator moves the request to the Implementation in Progress status of the Implementation stage. At this stage, the tasks of the Implementation phase are activated and the first task for this phase is activated.

    The task phase is activated only when the values of the Status field and the Status Reason field match for both the Change Request and the task phase configuration. If you are not sure about the values to enter in those fields, you must keep them blank for the task to get activated.

  7. All tasks in the Implementation phase are completed and closed. If task closure is not enforced, any tasks in the Review and Business Approval phases that are not already closed can be worked on and closed at this stage.
  8. After all of the tasks are completed, the change request moves automatically to the Completed status.

    In the change request, Actual Start Date and Actual End Date are populated with the actual start date of the first task and the actual end date of the last task by the workflows. If required, you can add tasks related to the Completed status.

    When you promote a change request to the Completed status, a status reason is selected automatically, based on the approval process configuration. The default status reason is Final Review Required.

    Alternatively, if you have not configured an approval process for the Close Down Approval phase, the Final Review Completed status reason is selected automatically. Then, if you have enabled the Auto-Close feature, the change request is closed automatically, based on the Auto-Close Days rule that you configure.

    Additionally, you can send email notifications from the Task form. You might do this, for example, to request more information about the task, or to inform the person who created the task that the task is now complete.

  9. If the change request is closed between phases for any reason, all of the tasks are set to the Closed status with a status reason of Canceled. Also, if all of the tasks are closed in the Implementation stage, the change request moves to the Closed status.
Was this page helpful? Yes No Submitting... Thank you

Comments