Create a change task to implement a controlled process for modifying approved and supported actions for SRM.

Before you begin

For general information on Change requests, see Using Change Management.

Role required: Responder, Manager, or Administrator

Procedure

  1. Navigate to Workspaces > Service Operations Workspace.
    You're taken to your SRM Home page.
    Note: If you use other Service Operations Workspace (SOW) applications, you may see the SOW Home page instead of the SRM Home page. The SOW Home page includes SRM alerts and incidents in its metrics.
  2. Select Reliability tasks (Reliability tasks icon).
  3. Select the Changes tab.
  4. Select New from the Changes list header.
  5. In the Select a change window, search for a change record or select an SOW change creation page card to select the type of change request.
  6. Select Next.
  7. In the form Details tab, fill in the fields on the Change request, Impact, Assignment, Planning, Schedule, Notes, and Closure information forms.
    For more information, see Create change request forms.
  8. (Optional) Select Assign to me.
  9. Select Save.

    The change request is created and a Related Records tab appears for the request.

  10. (Optional) You can take the following steps in State workflow.

    If the change request requires approval, you’ll see the Request approval button. Select Request approval and State moves to Assess. See Approve a change request for SRM for instructions on approving a change request.

    If the change request is pre-approved or doesn’t require approval, you can move the State to Scheduled.

    Once approved and scheduled, you can select Implement to put the change request into action.

    Once implemented, you only after reviewing the details on the change request, select Review. The change request is moved to the Review state.
    Note: All open change tasks are set to Canceled.

    For more information on State in Change requests, see, SRM change request states