Propose a single change to a CI in Service Operations Workspace

Propose new values for one or more CI attributes, review the proposed values, and apply them after the change request reaches the Implement state in Service Operations Workspace (SOW).

Before you begin

Role required: itil or admin

About this task

When you view a CI, you can see proposed changes before they are applied. This is useful when you want to plan modifications prior to the approval stage and apply them only after the change is implemented.

If the change is not approved, no records need to be reversed. If it is implemented, select Apply proposed changes to apply all proposed changes.

Procedure

1. Navigate to Workspaces > Service Operations Workspace.
2. Open a change request.

   The Open, Closed, and All list views are available.

3. From the Overview tab, scroll down to Scope and impact.
4. Select the Affected CIs card.
5. Confirm that the CI you want to propose changes for is listed in the Affected CIs card.

   If the CI is not yet in the list:

   1. Select Add.
   2. In the Configuration item field, search for and select the CI.
   3. Select Save to add the CI to the Affected CIs list.
6. To propose a single change to affected CIs, do the following:
   1. In the Affected CIs list, select the Propose a single change () icon next to the CI you want to propose changes for.

      The Propose single change dialog opens and displays the CI class, such as Computer.

      
      
      
   2. In the Field list, select the attribute to change.

      The available fields come from the CMDB CI table for the CI class, such as Asset tag or Asset.

   3. In the Update to field, enter the proposed value.
      Tip:

      To add multiple fields and their proposed changes, select Add field.
   4. Select Propose.
7. Select the View proposed change () icon next to the CI.

   The Proposed change dialog lists each change with its current value, proposed value, and the time the change was proposed.

   
   
   
8. After reviewing the proposed changes, approve and move the change request to the Implement state.

   For more information, see Create a change request in Service Operations Workspace.

9. Open the change request and select Apply proposed changes.
   Note:

   The Apply proposed changes button appears only when the change is in the Implement state.

   
   
   

   The proposed values are written to the CI records. The View proposed change action no longer appears for the applied CIs.