This documentation supports the 9.0 version of Change Management.

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

Change request status transitions

Some status transitions in the change request lifecycle can be performed only by users who have been assigned a specific role. For example, while all users can move a change request into Request For Authorization status, only a change manager can cancel a change request.

Note

Some status transitions in the change request lifecycle can be performed only by users who have been assigned a specific role. For example, while all users can move a change request into Request For Authorization status, only a change manager or a change coordinator can cancel a change request.

This table describes the successive stages and approval phases of a change request. It also identifies legal status transitions for each of these forms.

Stages and approval phases of a change request

Stage

Approval phase

Status

Description

Tasks

Initiate

Draft

Verifies that all the fields required to generate the change request are entered in the Change form. Use the Draft status to record a change request without submitting it to the Change Management process.

For information, see Initiate stage - Creating change requests.

  • Next stage
  • Enter pending (or resume)
  • Cancel

Initiate

Review

Request for Authorization

Change is in the Review approval phase. If it is approved, only then does it move forward to the Review & Authorize stage.

For information, see Approval processes provided out-of-the-box for Change Management.

  • Approve
  • Reject
  • Cancel

Review & Authorize

Business Approval

Request for Change

Change is in the Business Approval phase. Enables approvers to review the request and authorize it.

For information, see Approval processes provided out-of-the-box for Change Management.

  • Approve
  • Reject
  • Cancel

Plan & Schedule

Planning In Progress

Tasks can be built at any change status except Completed.

For information, see Working with relationships.

  • Next stage
  • Enter pending (or resume)
  • Relate CI
  • Cancel

Plan & Schedule

Scheduled for Review

The change manager reviews and validates the change plans.

For information, see Working with relationships.

  • Next stage
  • Enter pending (or resume)
  • Cancel

Plan & Schedule

Implementation

Scheduled for Approval

Change is in the Implementation Approval phase. Each level of approvers must review the request and approve it.

For information, see Approval processes provided out-of-the-box for Change Management.

  • Approve
  • Reject
  • Cancel

Plan & Schedule

Scheduled

The request is included in the Forward Schedule of Changes (FSC) Calendar.

  • Next stage
  • Enter pending (or resume)
  • Relate CI
  • Cancel

Implement

Implementation in Progress

At least one task related to the request is in progress.
For information, see Working with relationships.

  • Next stage
  • Enter pending (or resume)
  • Cancel

Implement

Close Down Approval

Completed

Change is in the Close Down Approval phase. The request is completed, but needs approval to reach the Closed stage.

For information, see Approval processes provided out-of-the-box for Change Management.

  • Approve
  • Reject
  • Cancel

Implement

Close Down Approval

Completed

Change is in the Close Down Approval phase. The request is completed, but requires final review approval to reach the Closed stage.

For information, see Approval processes provided out-of-the-box for Change Management.

  • Approve
  • Reject

Implement

Completed

Reviewers verify change was implemented and all required tasks have been completed. KPIs analyzed.

  • Next stage
  • Enter pending (or resume)
  • Previous stage - Planning in Progress or Pending
  • Cancel

Closed

Closed

If the status reason is Successful, Post Implementation Review has been completed and any necessary Close Down Approvals have been granted. No further activities are performed on the change request.

Other status reasons include:

  • Successful with Issues
  • Unsuccessful
  • Backed Out

None

For a helpful overview of how task statuses compare to change statuses, see Relation of task statuses to change statuses.

For state transition diagrams that depict the status flow of change requests, see Process flow and the stages of a change request.

Was this page helpful? Yes No Submitting... Thank you

Comments