State progression for normal, standard, and emergency changes
Each change request model progresses through a number of state values in a specific order.
To enable state transitions, you can attach a process with defined conditions to the change model states. For more information, see Attach a process for Change model states.'
Change type progression
- Normal changes progress through all states: New, Assess, Authorize,Scheduled, Implement, Review, and Closed.
- Standard changes are pre-authorized, so they bypass the Assess and Authorize states and move from New to Scheduled.
- Emergency changes bypass the Assess state but still require the Authorize state before scheduling.
For the state values and descriptions, see State model and transitions
State transition triggers
A change request moves between states based on defined conditions, user actions, and approval outcomes and not on elapsed time. A change manager attaches a process with the change model states using Workflow Studio or business rules. When the conditions for a state are met, the change request progresses to the next state. For example, when a required approval is granted, or a user submits the change. For more information on configuration details, see Attach a process for Change model states.
| State | Can be canceled? | Diagram | |
|---|---|---|---|
| 1. | New | Yes |
|
| 2. | Assess | Yes | |
| 3. | Authorize | Yes | |
| 4. | Scheduled | Yes | |
| 5. | Implement | Yes | |
| 6. | Review | No | |
| 7. | Closed | No |
| State | Can be canceled? | Diagram | |
|---|---|---|---|
| 1. | New | Yes |
|
| 2. | Scheduled | Yes | |
| 3. | Implement | Yes | |
| 4. | Review | No | |
| 5. | Closed | No |
| State | Can be canceled? | Diagram | |
|---|---|---|---|
| 1. | New | Yes |
|
| 2. | Authorize | Yes | |
| 3. | Scheduled | Yes | |
| 4. | Implement | Yes | |
| 5. | Review | No | |
| 6. | Closed | No |