Change Management: Set up Templates (Part 1)

Change management can be a quite complex process. Sometimes approvals are needed, impact analyses should be done and a change advisory board has to make decisions. Within Change management it is possible to determine all those processes in different templates. Simple changes, extensive changes, standard changes and nonstandard changes. These tutorials will explain how this works easily in TOPdesk.

• The difference between a simple change and an extensive change

  This video explains the difference between a simple change and an extensive change. A simple change generally involves a one-step process. An extensive change is a multi-step process where the individual steps are referred to as Activities.

• How to set up a simple change template

  This video explains how to set up a simple change template. A simple change generally involves a one-step process. Change templates allow you to register and complete change requests in record speed.

• How to set up an extensive change template

  This video explains how to set up an extensive change template. An extensive change is a multi-step process. Change templates allow you to register and complete change requests.

• How to use the preliminary request within a change template

  This video explains how to use the preliminary request within a change template. A preliminary request for change can be enabled for both simple and extensive changes. The preliminary request is authorized (or rejected) by a manager from the Self-Service Portal.