Creating a Change


Overview

Tasks

Included with

Tivoli Change Management user

Overview

Creating a change

In Tivoli Change Management, a change is a modification to a production environment that can affect business performance or operations. Tivoli Change Management automates the change process from the initial change to its implementation. Creating a change is the first step in this process.

Tasks

Defining general change information

To create a new change, you specify the following required information on the General tab of the Change dialog box:
  • Name of the change
  • Status
  • Category

You can also specify the following information to assist others in approving or implementing the change on the General tab:

  • Actual and planned start dates
  • Actual and planned start times
  • Actual and planned end dates
  • Actual and planned end times
  • Requester information (Requester, organization, location, author)
  • Model
  • Risk
  • Priority
  • Assignment
  • Description

You can also specify the following additional information about the change:

Tab Description
Cost Costs associated with the change
Reasons Reasons for the change
Approvals Approvals needed for the change
Assets Modify assets associated with the change
Impacts Impacts associated with the change
Tasks Tasks to be completed for the change
Problem Attach a problem to a change
Activity Activities that need to be completed to implement the change

To define general information for a change:

  1. From the File menu, choose New Change.
    or
    From the toolbar, choose the New Change button.
    Result: The Change dialog box appears.
  2. In the Name box, type the name of the change or accept the default.
  3. In the Number box, type a number for the change or accept the default.
  4. Choose the Calendar button next to the Planned Start boxes to select the planned start date of the change.
  5. In the right Planned Start box, type the planned start time of the change, in military time.
    Example: To specify 1:00P.M., type 13:00:00.
  6. Choose the Calendar button next to the Planned Ending boxes to select the planned end date of the change.
  7. In the right Planned Ending box, type the planned end time of the change, in military time.
    Example: To specify 1:00P.M., type 13:00:00.
  8. In the Requester box, do one of the following:
    If you ... then ...
    are not the requester for the change choose the Browse button to select a requester.
    are the requester for the change leave your name in the Requester box.
  9. In the Organization box, choose the Browse button to select an organization from the Organization dialog box.
  10. Choose the Browse button next to the Location box to select a location for the requester.
  11. In the Author box, do one of the following:
    If you ... then ...
    are not the author for the change choose the Browse button to select an author.
    are the author for the change leave your name in the Author box.
  12. Choose the Browse button next to the Category box to select a Category for the change from the Change Category Manager dialog box.
  13. If one or more models are associated with the change category you selected in step 12, and a default model is not automatically applied to the change, do one of the following:
    • To have Tivoli Change Management automatically populate the Change dialog box, from the Choose Models dialog box, select a model, and choose Select.
    • To not apply any models, from the Models dialog box, choose Bypass, if available.
  14. From the Status list, select the status of the change.
  15. From the Risk list, select a risk code.
  16. In the Priority box, type a priority for the change.
  17. Do one of the following:
    • If you want to specify a group responsible for implementing a change, choose the Browse button next to the Group box to select the name of the group.
    • If you want to specify a user responsible for implementing a change, choose the Browse button next to the User box to select the name of the user.
  18. In the Description box, type a detailed description of the change.
  19. Do one of the following:
    • Choose another tab from the Change dialog box and specify other information about the change.
      Note: You can attach a file to the change that provides additional information about the change. See Including an Attachment.
    • Choose OK.
      Result: The change is saved and the Tivoli Service Desk window appears.
      Note: One or more rules may fire if your system administrator has configured Tivoli Change Management to do so.