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Change Request Form - Detailed Look

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19.0 - Updated on 2023-12-12 by Michelle McKenzie

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12.0 - Updated on 2023-06-13 by Elizabeth Litsinger

11.0 - Updated on 2023-05-09 by Oscar Gutierrez

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10.0 - Updated on 2023-05-09 by Mallory Walker

9.0 - Updated on 2023-05-09 by Mallory Walker

8.0 - Updated on 2023-05-09 by Oscar Gutierrez

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2.0 - Updated on 2023-05-09 by Oscar Gutierrez

1.0 - Authored on 2020-08-03 by Oscar Gutierrez

In the left hand navigation panel select "Create New" Under Change

 

 

You will see the following options

 

Select the first option, Normal. (Emergency and Expedited will open up the same form as Normal, but will change the TYPE field from Normal to Emergency or Expedited, respectively)

 

The change form is broken up into 7 separate categories:

 

Workflow

The workflow shows you what step of the change management process the request is currently at.

 

Ticket Details

 

Ticket details show you fields for a description of the change request, it's unique number, the requester, type, and state. This is also where you will assign the change an assignment group and configuration item.

For a detailed list of which assignment group owns a particular Change Management Configuration Item check out: KB0018293

 

The Risk field always starts at -none- but will auto generate depending on your answers to the risk assessment fields further on in the form.

 Planning

 

The planning fields are where the requester will detail the justifications for the requested change, how they will implement said change, a risk analysis, a backout plan, and if there is any way to test the change before it goes into full production. 

You can also control notifications to service owners and create a service portal outage from this tab.

 

 Schedule

The schedule contains all the information for when your change request will be implemented. These dates are provided by the change requester but can be changed by the request approver . If the change requires CAB approval then the CAB delegate will also leave their name in the related field.

 

Notes

The Notes fields will be familiar to anyone who's used ServiceNow for ticket handling before. Additional Comments are messages that will go out to watchlist members on the tickets, while work notes are for internal use. You can add as many users as you'd like into the watch list field for customer visible notes, and add users to the work notes list for work notes updates.

Closure Information

Closure information is where you denote if the change was successful or not, along with any closure notes.

If the change is marked as unsuccessful, two new fields will appear:

The PIR (Post Implementation Review) is required for unsuccessful changes as well as a failure reason.

 

Risk Assessment

The risk assessment fields are where you enter in the details on the magnitude of your change. Your answers to these questions will determine what the Risk field in ticket details will change to and the level of approvals your change will require.

 

 

 

Before you can request approval for your change you must fill out the following fields: