Setting up change management

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

Task

Reference

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

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

Configure risk factor questions and derived risk factors.

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

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


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.

Set up authentication for change request approvers.

Related topics

Learning-about-Change-Management

Creating-a-change-request

 

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