Close Change Request

The life cycle of a change request ends with the close stage. The change technicians can formally close a change by associating a closure code. The closure code details if a change is closed due to cancellation, rejection, completion, or other reasons to the stakeholders.

Details

The Details sub-tab in close stage displays the following sections that analyzes the change:

• Properties - Select the closure code to be applied for the change request, Additional fields configured with close stage are also displayed here. Depending on your change role and permissions, you can spot-edit the fields.
• Close Details - Records details relevant to closing the change request. You can upload related documents as attachments.

After the change reaches Complete status in close stage, you can scan associated assets to ensure the change is implementation did not affect the assets.

Add Tasks

You can add and manage tasks to break down the work involved in the close stage.

In the Tasks sub-tab,

• Click to add a task. You can also quick add tasks by clicking .
• To add tasks from existing change task templates, click .
• Click Organize to set the order in which tasks must be executed.
• Click Dependencies to set parent-child relationship between tasks.
• Click to edit, delete, or close a task. You can also select multiple tasks and click on the toolbar to close or delete tasks in bulk.
• Select multiple tasks and use the toolbar buttons to pick up, assign or trigger tasks.

Click on a task name to open the task details page. You can view the comprehensive details of the task, spot-edit the task fields, add comments or work logs, and track history from the task details page.

You can also manage tasks from the Actions menu on the toolbar or from the Tasks tab on the left pane. Learn more.

Add Notes

Technicians can add notes add important information relevant to closing the change and tag users to notify them.

In the Notes sub-tab,

• Click Add Notes. Add the notes details and enter @ to tag users.
• Click Edit on a note to modify the note content. You can only edit the notes added by you.
• Click Delete on a note to remove the note.
• Click or beside Add Notes option to expand or collapse all notes.
• Click to sort the order in which the notes are displayed.

You can also add notes from the Actions menu on the toolbar or from the Notes tab on the left pane. Learn more.

Status Comments

View the status transitions of the change in the close stage, along with the comments added during transitions.