---
sourceDocument: Xanadu Operational Technology Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/operational-technology

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Operational Technology Management

ft:clusterId :

    - optm

bundleId :

    - optm

workflow :

    - Technology


---

# Create a change request from an incident record

# Create a change request from an incident record {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create an Operational Technology (OT) change request from an OT incident record. By creating a change request directly from an incident record, the data is automatically mapped to the new change request from the incident
record.

## Before you begin

Role required: sn_ot_incident_write, sn_ot_incident_admin, or sn_ot_change_write

## Procedure

1. Navigate to AllIndustrial Workspace.
2. In the OT Incidents list module, select one of the available lists.
3. Select the incident record that you want to create an OT change request from.
4. Select the Create OT Change button.  
   The Select OT change form opens.
5. Select the change model that is applicable to your organization.  
   For more information, see [Select a change model to fulfill change requests](https://servicenow-prod.fluidtopics.net/YpgaqgGWAfSGlpvavzIBAg "Select an Operational Technology (OT) change model to begin fulfilling your change requests depending on the needs of your organization.").
6. Select Create OT Change record.
7. Fill in the playbook and related forms as needed.  
   For more information about the playbook and related forms, see [Basic OT Change Model playbook](https://servicenow-prod.fluidtopics.net/TQw55mrBhk13no2kWMR50w "Learn about the Basic Operational Technology (OT) Change Model playbook stages that an OT change without approvals must go through until it’s completed.") and [Advanced OT Change Model playbook](https://servicenow-prod.fluidtopics.net/ZVDgMBpib64s8BZVSAg1Iw "Learn about the Advanced Operational Technology (OT) Change Model playbook stages that an OT change with approvals must go through until it’s completed.") depending on which OT change model you chose.  
   Note:  
   In the Details related list of the new change request, the following fields and related lists are automatically filled in with the values from the related OT incident record:
   * Site
   * Equipment Model Entity
   * OT Device (CI)
   * Short Description
   * Description
   * Priority  
     Note:  
     A Priority field value from 1 through 4 is the same in the new change record. But a value of 5 in the incident record's Priority field is changed to 4 in the new change record.
   {#create-change-request-from-incident-record__ul_lq5_wxr_dzb}

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