Create a change request from an incident record

Create an Operational Technology (OT) change request from an OT incident record. By creating a change request directly from an incident record, the data is automatically mapped to the new change request from the incident record.

Before you begin

Role required: sn_ot_incident_write, sn_ot_incident_admin, or sn_ot_change_write

Procedure

1. Navigate to All > Industrial Workspace.
2. In the OT Incidents list module, select one of the available lists.
3. Select the incident record that you want to create an OT change request from.
4. Select the Create OT Change button.
   The Select OT change form opens.
5. Select the change model that is applicable to your organization.
   For more information, see Select a change model to fulfill change requests.
6. Select Create OT Change record.
7. Fill in the playbook and related forms as needed.
   For more information about the playbook and related forms, see Basic OT Change Model playbook and Advanced OT Change Model playbook depending on which OT change model you chose.

   Note:

   In the Details related list of the new change request, the following fields and related lists are automatically filled in with the values from the related OT incident record:

   • Site
   • Equipment Model Entity
   • OT Device (CI)
   • Short Description
   • Description
   • Priority
     Note:

     A Priority field value from 1 through 4 is the same in the new change record. But a value of 5 in the incident record's Priority field is changed to 4 in the new change record.