Change Management processes
This section describes the Change Management processes.
Initiate and record
Initiate and record is the initial stage of the change management process. It focuses on recording the purpose of the change request, and on obtaining the additional information needed to classify and route the request.
The primary sources of change requests are:
- , including the known error feature
The key features available in Change Management designed to support this stage of the process include:
Review and authorize
After the initial request has been submitted, the next logical stage is review and authorize. The purpose of this stage is for the change manager to assess the change request, provide any additional information to add more context, and, if required, initiate the corresponding approval process. This stage acts as the initial filter to determine if the change request should continue to the next stage in the process.
The features in Change Management designed to support this stage of the process include:
Plan and schedule
After the change request has been approved for work to begin, the next stage is to plan resources and schedules to ensure minimal impact to the production environment. After the planning and scheduling are complete, the change request goes through another approval process.
The features available in Change Management designed to support this stage of the process include:
Complete and close
The Complete and Close is the final stage of a change request. This stage indicates either that the change request has been completed successfully, or that is was canceled with either of the following status reasons.
- Final Review Required
- Final Review Complete
- Additional Coding Required
- Successful with Issues
- Backed Out
- Automatically Cancelled
All the data elements (time, cost, and so on) are rolled up and recorded.
For information about the status reason descriptions, see Change request status reasons.