normal changes model records

[LadySGRho89]

Is it possible for regular ITIL users to create their own model changes for normal changes? For example, someone wants to create a model they can use each month for monthly patching that would include their entire list of CIs. Also, is there a way to do a bulk import of CIs from a spreadsheet?

[pablo_itguy_pl · Accepted solution]

Have you consider fulfilling this scenario by using templates. Change template can be created for patching use case (prepopulating all "common" fields) - so this would speed up change record creation process.

For bulk CI import I'm assuming adding multiple CI as Affected CIs to change record with quick step:

- use Add button on "Affected CI" related list

- modify the filter to sth like Name - is one of and copy list of CI names from excel

- for filtered list just Add All

[pablo_itguy_pl · Accepted solution]

[pablo_itguy_pl · Accepted solution]

Hello,

If you need to stick with OOB (without any customizations/enhancements) I would go with Conflict detection which is already implemented in the tool.

Example from my PDI instance:

1. I have a blackout window for every Wednesday:
2. 
3. Now I register new change request record and schedule it within blackout window. After save/submit I will have following warning on the screen:
4. 
5. I can review conflicts in two ways: looking at Conflicts tab:
6. 
7. OR I can use Conflict Calendar
8. 
9. 

By building detailed Standard Operating Procedures / Work Instructions and utilizing OOB functionality you should be able to manage this perfectly.

[pablo_itguy_pl · Accepted solution]

Have you consider fulfilling this scenario by using templates. Change template can be created for patching use case (prepopulating all "common" fields) - so this would speed up change record creation process.

For bulk CI import I'm assuming adding multiple CI as Affected CIs to change record with quick step:

- use Add button on "Affected CI" related list

- modify the filter to sth like Name - is one of and copy list of CI names from excel

- for filtered list just Add All

[LadySGRho89]

Can you create a change template for Normal changes? If so, how and does the change manager have to do this or can each individual create their own?

[LadySGRho89]

Can your provide screenshots for this? I am not able to add then based on the information provided so I must be missing something. Thanks

[pablo_itguy_pl · Accepted solution]