The Change form is used to request a change and track the progress from the Initiate stage to the Closed stage. This form also shows the impact that the change has on the organization. The Change form is used to relate tasks to different support groups. You can relate the change to configuration items that are being modified.
Before you begin creating or modifying information in the Change form, you should understand the information relationships in the different areas of this form. The Change form provides an example of the level of integration that can occur between the various modules in Remedy ITSM, such as a change request that occurs due to an incident, a change to a configuration item, or a known error correction as a result of problem investigation.
Tip
As you work with the forms and dialog boxes, you might see a plus sign (+) included in a field label. You can type part of the information in these fields and press Enter. If an exact match is found, the field is automatically completed. If a selection list appears, double-click the item to put in the field. Using auto-fill fields and lists is faster, more consistent, and more accurate than typing the information.
Important
You might see additional links in the navigation pane for applications that are installed in addition to Change Management.
The Change form has the following functional areas:
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| A navigation aid that contains links to related records that you opened from the current release record. |
Breadcrumb navigation controls | - Back button—Takes you back one link in the breadcrumb trail.
- Forward button—Takes you forward one link in the breadcrumb trail. The Forward button is only visible if you have returned to a record on the breadcrumb trail that you previously viewed.
- Drop-down menu—Contains links to all the records that you viewed from the current release record, including records that are not currently visible in breadcrumb trail.
- Home icon—Takes you to the IT Home page.
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| Click the change stages in the Process Flow Status bar to move through the change request lifecycle from the Initiate stage to the Closed stage. |
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| Allows you to perform the following actions: - Copy Change—Activated only in Modify mode. For information, see Copying-change-requests.
- View Risk Report—Opens Risk Report. For information, see Review-and-Authorize-stage-Risk-and-impact-analysis
Important: This option is not available when you are creating the change.
- Impacted Areas—Opens Impacted Areas Update dialog box. For more information, see Viewing affected areas
- Collision Detection—Determines if there are other change requests scheduled to work on the same CI during the same blackout schedule. For information, see Collision-detection-overview.
Important: This option is not available when you are creating the change.
- Manage CIs—Allows you to manage CIs.
- Email System—For information, see Sending-email.
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| Allows you to perform the following actions: - Financials—Opens the Financials dialog box where you can add costing related information. For more information, see Adding-and-viewing-costs.
Important: This option is not available when you are creating the change.
- View Audit Log—For information, see Viewing the audit log.
Important: This option is not available when you are creating the change.
- Reminders—For information, see Using-reminders.
Important: This option is not available when you are creating the change.
- Paging System—For information, see Paging-a-person-or-on-call-group.
- Modify Operational Category Location—Searches, selects, modifies, and deletes operational category locations.
- Time Segments - Business Events—Searches, selects, and creates for business event time segments. For information, see Registering-unique-business-events-and-operational-categorizations.
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