Create a change request

Create an Operational Technology (OT) change request to report a change in your site.

Before you begin

Role required: sn_ot_change_write

About this task

For a walkthrough of how to create an OT change request, watch this video.

Procedure

1. Navigate to All > Industrial Workspace.
2. In the OT Change Requests list view, select the list you want to open.
3. Select New.
4. Select the OT change model that applies to your organization.
5. Select Create OT Change Record.
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.

   Note:

   If you don't have Playbook enabled, you can only view the Details and Related Records tabs in the OT change request record.