Approving, Scheduling, and Implementing Changes

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Introduction

Once a Change has been assessed and accepted it may require a prescribed business process to be followed which may involve approvals, scheduling, and tasks. All of this can be orchestrated using the Business Process Engine. The complexity of the underlying change process can be shielded from the change users, and instead a graphical Head's Up Display can represent the Processes stages, tasks, authorisations, and milestones.

Scheduling

Changes can be scheduled manually using the Schedule action bar option on the Change record. Using the business process engine, the underlying Change process can be suspended pending scheduling which will take the Change record in context to the Schedule action option, and will wait for the Change to be scheduled before the Change process resumes.

Once a Change is scheduled it will appear on the Forward Schedule of Change calendar.

Forward Schedule of Calendar

In Service Manager if you have at least the Change Calendar Viewer role, you can review scheduled change in the change calendar by:-

1. On the navigation bar select Service Desk and then 'Change calendar'
2. The default view is the current month. Today’s date is highlighted along with any changes scheduled by day
3. Each change can be reviewed by selecting it and drilling down into the change record.
4. You can change the view to by week or day and scroll between those periods using the ‘<’ or ’>’ buttons