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This documentation supports the 19.08 version of Change Management.

To view an earlier version, select the version from the Product version menu.

Adding classification information

Classification information is used to describe the business justification of a request (for example, Sarbanes-Oxley requirements) and show which products and services are affected by the request. This information can be helpful when the request goes through the approval process.

To enter classification information

  1. On the Change form, click the Categorization tab.
  2. Enter the following information:

    Field

    Description

    Class

    Define the urgency of the change (for example, Normal). For more information, see Creating a change request at the initiate stage - Best Practice view.

    Change Reason

    Define the business reason for implementing the change request.

    Available options include:
     - Upgrade
     - New functionality
     - Maintenance
     - Upgrade
     - Other 

    If the request needs to go through the approval process, change reason information can be helpful.

  3. Choose Links > Categorizations and enter the following information:

    Field

    Description

    Operational Categorization

    Operational categorization is based on a three-tier hierarchy that is configured in the Operational Catalog.

    Product Categorization

    Product categorization is based on a five-tier hierarchy that is configured in your Product Catalog.

  4. Click Save.

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