Create a change task to implement a controlled process for modifying approved and supported actions for SRM.
Before you begin
For general information on Change requests, see Using Change Management.
Role required: Responder, Manager, or Administrator
Procedure
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Navigate to .
You are taken to your
SRM homepage.
Note: If you have other SOW applications, and depending on your assigned roles, that homepage may not be the SRM homepage. It is the SOW homepage instead, with SRM
alerts and incidents included in your metrics. In that case, to view SRM specific areas, select SRM modules from the left navigation
pane.
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Select Reliability tasks (
).
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Select the Changes tab.
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Select New from the Changes list header.
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In the Select a change window, search for a change record or select an SOW change creation page card to select the type of change request.
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Select Next.
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In the form Details tab, fill in the fields on the Change request, Impact, Assignment, Planning,
Schedule, Notes, and Closure information forms.
- Optional:
Select Assign to me.
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Select Save.
The change request is created and a Related Records tab appears for the request.
- Optional:
You can take the following steps in State workflow.
If the change request requires approval, you’ll see the Request approval button. Select Request approval and State moves to
Assess. See Approve a change request for SRM team approval for instructions on approving a change request.
If the change request is pre-approved or doesn’t require approval, you can move the State to Scheduled.
Once approved and scheduled, you can select Implement to put the change request into action.
Once implemented, you only after reviewing the details on the change request, select Review. The change request is moved to the
Review state.
Note: All open change tasks are set to
Canceled.
For more information on State in Change requests, see, SRM change request states