Creating New Change Records

From InSite

A new Change record can be created by data entry or be created from a similar, existing record in the Change record catalog.

Tip: Change records come in several types: Changes, RFCs, and Templates. To streamline your work and skip the New Change: Select Change Record Type screen in the future, you can change your record type settings on your personal setup page. For example, if you work with RFCs most of the time, you can adjust your personal settings so that InSite defaults to RFCs rather than presents the selection screen.

Creating a new Change record by data entry

You can enter data to create a new Change record when the change record catalog has no existing record that is similar to the record that you need.

To create a new Change record by data entry:

1. Open the Changes tab.
2. Locate and click the New button at the top center of the page, below the colored line. The New Change: Select Change Record Type screen opens.
3. Select a record type for the new change. Possible values are Change, RFC (request for change), and Template.
4. Click Continue. The appropriate data entry form opens.Two tabs are displayed: The New Change tab is on top and colored brown to show that it is active. The New Change from Catalog is beneath it and colored white. Leave the New Change tab on top.
   
5. Enter a subject in the free-form text field, Subject.
6. (Optional) Enter a description.
7. (Optional) Lookup the name of the customer contact.
8. (Optional) Select values for Type, Impact, and Urgency.
9. (Optional) Leave the check box marked so that InSite will determine the start and end times from the tasks.
10. (Optional) Use the Preparation Tasks tab to define a preparation task. Click Add. Select a subject for the task, provide a comment, lookup the name of a contact or a lead, and specify a due date. Repeat as needed for other preparation tasks.
11. (Optional) Open the Change Tasks tab to define a change task. Click Add. Select a subject for the task, provide a comment, lookup the name of a contact or a lead, and specify a due date. Repeat as needed for other change tasks.
12. (Optional) Open the Rollback Tasks tab to define a rollback task. Click Add. Select a subject for the task, provide a comment, lookup the name of a contact or a lead, and specify a due date. Repeat as needed for other rollback tasks.
13. (Optional) Open the Test Plan tab. Click Add. Select a subject for the task, provide a comment, lookup the name of the Contact or Lead, and specify a due date. Repeat as needed for other test plan tasks.
    
14. (Optional) Use the Associated CIs tab to associate any CIs with the change record. Search for CIs or lookup recent CIs. Select and add CIs.
15. Click Save. 
16. Note that InSite has assigned a unique ID number to the new Change record.
    
    

Creating a new Change record from an existing record

You can create a new Change record from an existing record when the change record catalog has an existing record that is similar to the record that you need.

To create a new change record from an existing record:

1. Open the Changes tab.
2. Locate and click the New button at the top center of the page, below the colored line. The New Change: Select Change Record Type screen opens.
3. Select a record type for the new change. Possible values are Change, RFC (request for change), and Template.
4. Click Continue. The appropriate data entry form opens.Two tabs are displayed: The New... tab is on top and colored brown to show that it is active. The New ...from Catalog is below and colored white.
5. Open the New...from Catalog tab. Its tab becomes brown to show that it is now active.
   
6. Identify the record that you want to copy and click the Create button for that record. A new record opens with common information copied from the existing record.
   
7. Edit the new record as needed.
   
8. Click Save.
   
   

See also: About Basic Change Management Workflow and About Change Records.