This documentation supports the 21.3 version of BMC Helix ITSM: Smart IT.

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

Setting up change management

As an administrator, perform the following tasks to set up change management:


Ensure that users have the minimum permissions needed to access change management functionality in Smart IT.

Smart IT roles and permissions
2Configure the change templates, task templates, and task group templates needed to implement change requests.

Creating templates for Change Management Open link

Creating templates for Task Management Open link

3Configure risk factor questions and derived risk factors.
4If your organization requires custom fields to capture additional data in change requests, the administrator can add those fields to the change wizard.Adding custom fields to your views using Smart IT

(Optional) Configure the attachment criteria, and the supported file extensions in BMC Helix ITSM, in the Attachment Security tab of the Server Information form.

6For standard changes, consider creating a service request definition (SRD) that generates a change request automatically. This way, the change request can be initiated by submitting a service request through the Smart Recorder.

Creating a standard SRD Open link

7Set up authentication for change request approvers.Setting up authentication for change request approvers
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