Create a change request from a remediation task

Create an Operational Technology (OT) change request from an OT remediation task. Creating a change request from a remediation task automatically populates the information in your change request record, such as the Site and the OT Device fields.

Before you begin

Roles required: sn_ot_change_write or sn_otvr.remediation_owner

Procedure

1. Navigate to All > Industrial Workspace.
2. Open the remediation task record that you want to create a change request from.
3. Select the Create OT Change button.
   Note:

   If there's no active change model, the following error appears: Error creating Change Request: No active change model available. Please contact your OT Change admin.
4. Select the OT change model that applies to your organization.
5. Select Next.
6. 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.