Managing Change Orchestration for Change Requests

You can associate change orders (CO) and change actions (CA) to change requests (CR) to implement the changes identified from impact analysis. You can also change actions under already added change orders.

If you add COs, then you can add CAs under COs to implement the changes. In this case, CO approval is required to complete the process. If you add CAs directly under the CR, the process is completed when the CAs are completed.

Your business administrator can configure the option to create CAs only under COs. In this case, a CO is created when the CR is moved to the Approved state and the CAs are added to the CO. The CR's Change Coordinator is assigned as the owner and the Change Coordinator of the CO.

Required access role: Leader

This task shows you how to:

Before you begin:
  1. From the Change Governance home page, open the required change request.
  2. Click the Change Orchestration tab.

Create Change Order

You can create COs under the CR to manage the changes.

  1. From the Change Orchestration tab toolbar, click > New Change Order.
  2. Enter the following details.
    Field Description
    Credentials Select your credentials using which you want to create the CO. Credentials are listed in the collaborative space.role format.
    Title Enter a title for the CO.
    Description Describe the CO.
    Severity Select a severity for the CO.
    Due Date Select a date by which you want the change to be completed.
  3. Click Create and Close.
    The CO is created.

Create Change Action

You can add CAs directly under the CR or under COs to implement the changes.

  1. Optional: If you want to create the CA under a CO, select the required CO.
  2. From the Change Orchestration tab toolbar, click > New Change Action.
  3. Enter the following details.
    Field Description
    Credentials Select your credentials using which you want to create the CA. Credentials are listed in the collaborative space.role format.
    Title Enter a title for the CA.
    Description Describe the CA.
    Severity Select a severity for the CA.
    Due Date Select a date by which you want the change to be completed.
  4. Click Create and Close.
    The CA is created.

Add Change Orders and Change Actions

You can add change orders and change actions under the change request.

  1. From the Change Orchestration tab toolbar, click > Add Existing.
  2. Search for the required change order or change action.
  3. From the search results, select the required objects and click OK.

The selected objects are connected to the change request and are listed on the Change Orchestration tab.

Remove Change Orders or Change Actions

You can remove the change orders or change actions that you have connected to the change request.

  1. From the Change Orchestration tab, select the required change order or change action.
  2. Click Remove.

The selected objects are removed from the CR.

Delete Change Orders or Change Actions

You can opt to permanently delete change orders or change actions that are connected to the CR.

  1. From the Change Orchestration tab, select the required change order or change action.
  2. Click Delete.
    A message appears asking if you want to delete the object permanently.
  3. Click OK.

The selected objects are deleted permanently.