Understanding the change management approval process

After a change is planned and scheduled, the change request is set to a status of Scheduled for Review. The change manager or change coordinator has the opportunity to review change plans, schedules, and so on, before moving the change to the Implementation Approval phase.

When a request is in the Approval phase, the following fields within the change record cannot be modified:

• Services CI
• Impact
• Urgency
• Priority
• Risk Level
• Status
• Class
• Change Location
• Change Manager details
• Change Coordinator
• Relationships
• Operation Categorization
• Product Categorization
• Financial Information
• Any Date fields

In the Approval phase, when the status of the change is set to Scheduled for Approval you cannot add any ad hoc tasks or task templates to the change request.

To access functions involving Approvers, use the Work Detail tab on the Change form.

The following buttons in the Change form control functions involving approvers:

Button	Action
	Opens the APR:Non-ApprovalNotifications form so that you can view notifications in either Pending or Notified status. Notifications are listed in the table on the form. For more information, see Viewing-and-removing-non-approver-notifications. Important: The same forms allows you to add notifications for the change.
	Creates a new individual or group to approve the change. For more information, see Adding-approvers.
	Allows an approver or a change manager or coordinator defined as alternate approvers, to approve the change request. This button is enabled only if the user is a valid approver for the record. For more information, see Adding-alternate-approvers.
	Allows an approver or a change manager or coordinator defined as alternate approvers, to reject the change request. This button is enabled only if the user is a valid approver for the record. For more information, see Adding-alternate-approvers.