Defining Change Types for Your Organization

The Change Enablement feature requires that you establish the types of changes your organization addresses.

1. Log in as an Administrator and open the Configuration console.
2. From the Settings pane, select Configure > Organizational Profile > Application Setup.
3. In the Application Setup workspace, select Change Management to display the Application Setup - Change Enablement page.

Defining the Change Types for Your Organization

1. From the Application Setup - Change Enablement, click Classification. The application displays the Application Setup - Classification page.
2. 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.

3. Rename Change types to fit your organization:
   1. Click Rename.
   2. Enter a new name. You also may add a new description if you want.
   3. Click Save.
4. To add a new Change type:
   1. Click Add Change Type
   2. Enter a name for the new Change type and a description.
   3. Click Save.
5. To enable a Change type, check the box preceding its name.
6. To disable a Change type, uncheck the box.

   You cannot delete Change types, but you can disable them.