Defining Change Types for Your Organization
The Change Enablement feature requires that you establish the types of changes your organization addresses.
- Log in as an Administrator and open the Configuration console.
- From the Settings pane, select Configure > Organizational Profile > Application Setup.
- In the Application Setup workspace, select Change Management to display the Application Setup - Change Enablement page.
Defining the Change Types for Your Organization
- From the Application Setup - Change Enablement, click Classification. The application displays the Application Setup - Classification page.
- Define the types of changes within your organization. Administrators may use all Change types. The default types are:
- Standard: Change type used only by the Admin. A low-risk, pre-approved change that follows a standard procedure. Use the change request template to automate your standard changes.
- Minor: A change with minor impacts that requires few resources and minimal review.
- Significant: A change with significant impact that requires significant resources and peer review.
- Major: A change with major impact that requires many resources, extensive planning, and special approval.
- Emergency: An emergency change that must be introduced immediately; emergency changes require special processing.
In addition to Administrators, the Change Manager, Service Desk Analyst, and Service Desk Manager roles can use the Emergency Change type.
- Rename Change types to fit your organization:
- Click Rename.
- Enter a new name. You also may add a new description if you want.
- Click Save.
- To add a new Change type:
- Click Add Change Type
- Enter a name for the new Change type and a description.
- Click Save.
- To enable a Change type, check the box preceding its name.
- To disable a Change type, uncheck the box.
You cannot delete Change types, but you can disable them.