Change Management - Classic

Change Management provides a specific process for your organization to request changes to objects, manage the changes, and track the changes to completion. Each person in the process is assigned a role that determines what they are allowed to do in the process. Some users may review and approve changes while others may only view submitted changes. Each step in the change process can be communicated, as required, throughout the organization.

With Change Management, users can:

  • Bring organizations together under one change process.
  • Drive consistent and repeatable change practices.
  • View impact analyses on all proposed changes.
  • View change traceability across all impacted organizations.
  • Communicate change decisions and assignments to all impacted organizations.

See Also
What's New

Change Management provides three types of change objects that organizations can use to manage the change process: change request (CR), change order (CO), and change action (CA). The change objects let users request changes, approve changes, track their status, and ensure that information about a change is always available to the specified users.

Users with a Change Management license have access to all Change Management functions based on their roles. Specific roles may be required to use some Change Management features.

Users with an Collaborative Industry Innovator or Review & Approve (RWA) license have read-only access to change objects except CR authoring functions:

  • Create a CR.
  • Edit a CR (for the owner).
  • Add candidate items for a CR (for the owner).
  • Add and remove referential documents (for the owner).
  • Subscriptions (for the owner).