Create New Change
Changes arise as a result of problem and hence there are different types
of changes that can occur in an organization. The change can be Major,
Minor, Standard, Significant or a configured change type. To initiate
a change, a request for change has to be sent to the change management
team upon which specific actions and tasks are carried out.
The new change form can be accessed by two ways in ServiceDesk Plus
a. Quick Actions drop down
b. Changes tab
Quick Actions drop down
The quick actions drop down is a quick navigator to instantly access
the New Change form. Click Quick Actions
-> Change under Create New
Click on Changes
tab in the header pane to open the change list view page.
Change button to access the new change form.
Specify the user who
has requested the change in the Requested
By field. You can also select the user by conducting a search in
the requesters list using the icon .
Select the Technician
assigned to the change from the drop down. If you have configured Sites in the application, then Sites drop down appears. Select the
Site for which the change is intended to occur. The Technicians associated
to the selected site is listed in the technicians drop down.
Select the Category,
Sub Category and Item from
the drop down.
Select the Status
of the change from the drop down. The status is updated at every stage
by the technician handling the change.
Select the Impact,
Urgency and Priority of the change from the drop down.
Select the Change
Type from the combo box. Say Major.
Select the Scheduled
Start Time and Scheduled End Time
from the calendar button.
Select the affected IT Services by the change from the list
by clicking on the icon . This opens the Services
Affected pop up box as shown below. Select the affected IT services
and Save the changes.
Select the Assets Involved
with the change by clicking the icon . The Select
Assets page pops up. Select the asset category from Type
of Assets drop down. Say, Workstations, Printers, Routers, Switches,
all assets, all site assets and so on. All
Assets lists the assets within your permission scope.
Say, John, a technician, is associated to Site1 and Site2. John has
the privilege to view the assets associated to Site 1 and Site 2. So,
if John is creating a change arising in Site 1, the Type of Assets - All
Site Assets lists the assets available only in the selected Site 1 and
All Assets lists the assets available in Site 1 and Site 2.
Select the Available Assets
under the selected type from the list and move to Assets
involved using >>
button. And Save the changes.
Specify the Title
of the change. The title is a mandatory field.
Specify the details about
the change in the Description
If you have any file
attachments for the change click the Attach
File button and attach files. Maximum size of an attached file
can be 10MB.
the details. You can see the new change created in the change list view