Create a standard change from an interaction

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Create a standard change record directly from an interaction to implement a pre-approved, low-risk change without having to go through the Change Management module to implement it.

    Before you begin

    Role required: itil, sn_change_write or admin

    Procedure

    1. Navigate to All > Workspace Experience > Workspaces > Agent Workspace Home.
    2. Create an interaction record.
    3. On the Interaction form, click the more actions icon More actions icon and then click Create Standard Change.
    4. On the New Catalog Item page, expand the Standard change list and select from the available change categories.
    5. Click Submit.
      A standard change is created and the record appears in the Related tasks related list on the Interaction Management form.