Create a change request from OT device details

Create an Operational Technology (OT) change request from an OT device record. Creating a change request from a device record automatically populates the information in your change request record, such as the site or business service and the OT Device field.

Before you begin

Role required: sn_ot_change_write

Procedure

1. Navigate to All > Industrial Workspace.
2. In the All OT Devices list, select an OT device record.
3. Under the Related Records tab, select the OT Change Requests related list.
4. Select New.
5. Select the OT change model that applies to your organization.
6. Select Create OT Change Record.
7. Complete the playbook as needed as your team works on the change request.

   For more information about the Basic OT Change Model playbook, see Basic OT Change Model playbook. For more information about the Advanced OT Change Model playbook, see Advanced OT Change Model playbook.

   The following fields are automatically populated depending on the conditions that you set.

   • The OT Device field is auto-populated only if the Industrial Process Manager application is enabled.
   • If the Industrial Process Manager is installed, then the site assigned to the OT device shows up in the Site field.
   • If the Industrial Process Manager is enabled and there's only one entity that is associated with the OT device, then the Equipment model entity field is automatically populated.
     Note:

     If multiple entities are associated with an device, the Equipment model entity field is left empty.

Result

The change request is created, and the users in the Assignment group, Assigned to, and Watch list fields are notified.