Create a standard change record directly from an Interaction Management 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: workspace_user or admin
Procedure
-
Navigate to .
-
Open the interaction record from which you want to create a standard
change.
-
On the Interaction form, click the more actions icon
and then click Create Standard Change.
-
On the New Catalog Item page, select the standard change and click
Submit.
A standard change is created and the record appears in the Related tasks
related list on the Interaction Management
form.