Manage a change and its tasks

Coordinate a change using related records and task ownership.

Before you start

Change management access and permission for the intended actions.

Steps

1. Open Changes and create or select a change record.
2. Describe the planned work and relevant service context.
3. Link related incidents or problems where appropriate.
4. Create and assign change tasks.
5. Update the record and task states as the work progresses.

Expected result

The change record connects its purpose, related work and execution tasks.

Important behaviour

Follow your organisation’s configured workflow. Do not assume that every policy described conceptually is enforced automatically.