Change Management: Set up Templates (Part 2)

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.

• How to use the evaluation phase in an extensive change template

  This video explains how to use the evaluation phase in an extensive change template. The evaluation phase is a phase of activities in an extensive change. The evaluation phase is used to review, comment, analyze, or verify that the work done to implement the change was acceptable and that the extensive change is ready to be closed.

• How to assign a coordinator to a template

  This video demonstrates how to assign a coordinator to a template. The coordinator of a change is an operator who coordinates, oversees, or supervises, the entire change through its various phases

• How to use authorization activities

  This video explains how to use authorization activities within extensive changes. Authorization activities require authorization from an operator or a manager to proceed.

• How to make an activity optional

  This video explains how to make an activity optional. Activities can be defined as optional. When a template that includes optional activities is applied, a choice is presented to determine whether or not to include them.