TRY SERVICEDESK PLUS MSP FREE FOR 30 DAYS
DOWNLOAD NOW
REQUEST DEMO|GET QUOTE|LIVE DEMO|VISIT WEBSITE
Masterclass 2022 Switch to User Guide >

    Change Planning

     

    The change plan is formulated to get started with the change process. It needs to have complete details about the reasons for considering the change that how this change can impact the business. The change planning stage needs to have following information so that change managers and CAB have all the details to make informed decisions.

    • Impact Analysis - Risk involved in implementing the change.

    • Rollout Plan - How the plan will be implemented.

    • Back Out Plan - Plan to restore things back to the original state if plan fails.

    • Checklist - List of mandatory items required for the plan to succeed.

    To specify the change plan,

    1. Log in to ServiceDesk Plus - MSP application using your user name and password.

    2. Click the Changes tab. This opens the Change List view page. Click the title of the change for which you need to plan to make decisions. This opens the change details page.

    3. Click the Planning tab. You can view the change planning stages one below the other.

    To add the Impact details,

      1. Click the Add button. A text area is displayed for entering the impact details.

      2. Specify the risk involved in implementing the change in the given text area.

      3. Save the details. The details get displayed.   

      4. Click Attach File button to attach a file for the impact details. The maximum size of the attachment is 10MB.  

    To specify the Roll Out Plan

      1. Click the Add button. A text area is displayed for the roll out plan.

      2. Specify how the plan will be implemented in the given text area.

      3. Save the details. The details get displayed below the title.

      4. Click Attach File button to attach a file for the impact details. The maximum size of the attachment is 10MB.

    To specify the Back Out Plan

      1. Click the Add button. A text area is displayed for the back out plan.

      2. Specify the plan to restore things back to original state if plan fails in the given text field.

      3. Save the details. The details get displayed below the title.

      4. Click Attach File button to attach a file for the impact details. The maximum size of the attachment is 10MB.

    To enter the Checklist

      1. Click the Add button. A text area is displayed for the check list.

      2. Specify the list of mandatory items required for the plan to succeed in the given text field.

      3. Save the details.

      4. Click Attach File button to attach a file for the impact details. The maximum size of the attachment is 10MB.

     

     

    Zoho Corp. All rights reserved.