Progress Change

After a change is assessed thoroughly and the plan is approved, the change can be moved to the next stage configured in the workflow.

By default, the change will progress to the next stage automatically as configured in the workflow. However, users can also move the change manually based on their role and permissions.

 

Role Required: SDChangeManager, Change Manager, Change users with Approve planning stage permission.

Change Owner can also progress the change to the next stage if relevant permissions are enabled in Admin > Customization > Change Management > Change Configurations. Learn more. 

 

You can move a change by updating the change status using the Status Actions menu on the toolbar.

 

 

You can also use the Status drop-down on the right pane.

  1. Select the stage and status to move the change to.
  2. Provide comments about the change progress.
  3. Click Update.