Creating a change request without a template
If your system does not have templates defined, use this procedure to create a change request.
To create a change request without a template
- Click the Remedyforce Console tab.
- From the View menu, select Change Requests and click New.
- In the Initiator ID field, click .
- In the Search for a user window, click the required user.
- In the Category field, click .
Enter other information about the release, and click Save.
For more information, see Change Request fields.
When a record is created, the following action is recorded in the Change Request History section that tracks the date and time when a record is created and the user details:
Change Request fields
The following table describes the fields that are available on the New Change Request form and the actions that you have to perform. Based on the layout that is assigned to your profile, some of the fields described in the table might not be available on the New Change Request form that is displayed to you. For more information, see Common items on forms in the Salesforce page layout.
Your system administrator can apply filters to a lookup field on the Change Request form. Here are a few important points that help you understand the lookup filters.
- If a filter is applied to a lookup field, only the records that match the filter criteria are displayed in the pop-up window. If the configured filter is optional, you can use the Show all results option to remove the filter.
- Type ahead in the lookup type fields works only on the results that are the part of the filtered results. For example, on the Category lookup field, if a filter is applied to show only Hardware and Applications as the results, then type ahead only works for those two categories. Also, if you click the lookup icon to search for the other categories by typing in the search field, the search does not return any results unless you use the Show all results option to remove the filter.
- If your system administrator has configured a custom lookup field, the type ahead functionality does not work when you are using the field for the first time. You must click the lookup icon and select the required option for the first time.
Select the initiator.
Change Request Details
Select a template to apply to the change request. When you click Save, the values of the fields in the template are populated in the corresponding fields of the Change Request form. To create recurring records, select a template on which recurrence is defined. All the recurring records are created at the same time using the same template information. The recurrence information is stored in the Recurrence field. You cannot apply a recurring template for a record where the Recurrence field already contains information.
Note: Recurring records are created only when you apply the recurring template to at least one record.
Select a category for the change request. After you save the record,icon is displayed besides the value of the category. When you click , the category tree is displayed. When you move your mouse over a category, the description of the category is displayed as a tooltip. To select a different category for the record, select the category, and click OK.
Select the type of change. The value that you select in this field is also displayed in the Change Flag column as icons in the change request list view. The actual field value preceeds the icon in the column. The following icons are used for Emergency, Standard, and Normal change requests:
Select the category of change. The change category indicates that the change request is a Minor, Significant, or Major change request.
Type a description of the change request that you want to implement.
Type the reasons why you are creating a change request.
Rollout Plan Details
Type the procedures for implementing the change request reason.
Back-out Plan Details
Type the back-out plan for restoring the configuration item to its initial state before the change request is implemented.
Type any comments that you want to track with the change request based on your review. These notes might include an assessment of the success of the change request or reasons why the change request failed and how the failure might be avoided in future.
Select the check box to create a pre-approved change request.
Service Request #
Select the record number of the linked service request, if any. After you save the change request, the record number is displayed as a hyperlink to the appropriate record. When you click the record number, the record is displayed in the corresponding tab. This field is displayed only if the change request is linked to a service request. You can also copy the record number of the linked service request.
Status and Priority Details
Select the impact that you want to assign to the change request. The level of impact and the urgency are used to calculate the priority of the change request.
Select the urgency that you want to assign to the change request. The urgency and the level of impact are used to calculate the priority of the change request.
After you select an urgency and impact and then save the record, the Priority field is populated. The priority is calculated depending on the urgency and impact values that you have selected.
Select the status that you want to assign to the change request. You can track the progress of a change request through its stages by using this field.
Date and Time Details
After you save a record, this field displays the date and time at which the change request is created.
When you click the Responded button after saving the record, the system date is populated in the field. The Responded button is displayed after saving the change request.
Select the date when the change request is scheduled to be reviewed after the change request is closed.
When you close a record by using the Close button, the system date is displayed in the field.
Select the date when the change request is scheduled to be implemented.
Select the date when the change request must be completed.
Actual Start Date
Select the date when you start implementing the change request. This field is used to track change requests that are not started on the Scheduled Start date.
Actual End Date
Select the date when the change request is completed. This field tracks change requests that are not completed before the Scheduled End date.
The name of the logged on user who creates the change request is displayed in this field. After saving the change request, you can change the owner of the change request. For more information about changing incident assignment, see Changing the change request owner