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:

Task

Description

Reference

1

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

2

Configure the change templates, task templates, and task group templates needed to implement change requests.

3

Configure risk factor questions and derived risk factors.

4

If your organization requires custom fields to capture additional data in change requests, the administrator can add those fields to the change wizard.

5

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


6

For 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.

7

Set up authentication for change request approvers.

Related topics

Learning-about-Change-Management

Creating-a-change-request

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*