Change request status transitions

Some status transitions in the change request life cycle 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.

Important

You cannot cancel a change request that is in Pending Status.

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.

Change request status transitions

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