Generate a change order

You must implement the requested change through a change order process. When the change request reaches the Change Order in Progress status, the system automatically initiates a new change order and links it to the request. The system also copies details from the request to the change order, such as the selected change template.

If you want to link the current request to an existing change order, select the process in the Related Processes section. When you select an existing process, the system links the current request to that change order instead of creating a new one. This mechanism also allows you to connect multiple change requests to a single change order.

The change request remains locked in the Change Order in Progress state until the related change order is completed. Once the change order is complete, the system automatically completes the change request and, if applicable, the related problem report.

If you cancel the change order for any reason, you can return the change request to the Review & Impact Analysis state to determine if the change is still required. If not, you can cancel the change request. If you need a different change, the system generates a new change order when the workflow reaches the Change Order in Progress state again.

Once the system initiates a change order for a change request, it displays the change order in the request’s Schedule tab for easy tracking. This view also provides access to tasks performed in the context of the change order.