Registering a Portfolio of Change
This functionality is intended to create a portfolio of changes in order to speed up the creation of a new change by grouping them by specific criteria.
Procedure
- Access the main menu Processes > Change Management > Portfolio Change;
- Click on "New Portfolio";
- Complete the fields available:
Field | Description |
|---|---|
Name (*) | Name of portfolio change |
Description | Description of portfolio change |
Icon | Set an image to represent a portfolio change |
4. Click on "Save".
Change Portfolio
5. Select "Advanced" to open portfolio preferences;
Import deprecated template data
6. Click in "Import deprecated template data" to import an existing template, select the template, and edit if necessary;
7. Click on "Save" to add the import template to your portfolio;
New Model
8. Select the "New Model" option to create a new (template);
9. Complete the fields available:
Field | Description |
|---|---|
Icon | Set an image to represent a portfolio change |
Name (*) | Name of portfolio change |
Description | Description of portfolio change |
Flow (*) | Set a flow in the portfolio change |
Executor Group (*) | set an executor group in the portfolio change |
Calendar (*) | Set a Calendar in the portfolio change |
Email Creation (*) | Set an E-mail Creation in the portfolio change |
Email Completion (*) | Set an E-mail Completion in the portfolio change |
Email Actions (*) | Set an E-mail Actions in the portfolio change |
Impact (*) | Set an Impact in the portfolio change |
Urgency (*) | Set an Urgency in the portfolio change |
Type of Impact and Risk Analysis (*) | Select the impact and risk to change |
Type (*) | Select the type of change between "Normal", "Emergency", "Standart" |
Category | Select the category to portfolio change |
Agile Analysis of risk | Risk analysis is used within the availability process to identify risks and availability |
Creation Template | In this field, the templates linked to the change and which are applicable when creating the change will be presented |
Tracking Template | In this field, the templates linked to the change and which are applicable to the moment of the execution of the change will be presented |
Assessment of the quality of the change | Select the quality of the change to portfolio change |
Status | Set the status between "New", "Active" and "Retired" |
🖊 Note: Attention with type between:
- Normal: it is a change that follows a normal flow of evaluation, approval, and authorization;
- Emergency: it is a change in a service that pretends to emergency repair an error in the IT service;
- Standart: it is a change that is previously pre-approved by the Change Management and already has accepted and established procedures.
🖊 Note: Attention with the Templates:
- It is necessary to have a registered Change Template informing if it is linked to a Neuro form.
- The change form must be linked to a Template;
- After registering, it is necessary to inform if the template is applicable to the ticket, the change, or both;
- The changed template can only be of the Neuro type;
- Related Knowledge: Register a Ticket/Change Template
Contract
To link a contract select "Link Contract" and search a contract with a filter;
Change
To register the change, complete the fields:
Field | Description |
|---|---|
Change Title | Define a title for the change |
Change description | Describe the change |
Effect of not implementing the change | Describe the possible effects if the change is not implemented |
Planning
To plan the change use the features:
Tabs | Description |
|---|---|
Activities | Create a Workspace or link an existing one |
Date | Date for planning the change: In the "Expected start date" field, the start date of the planning must be indicated. In the "Expected end date" field, the end date of the planning must be indicated. After indicating the start date and end date, you can check the conflicts by clicking on "View conflicts". Approval: "Acceptance date" must be given a date to be accepted, "Voting" must be given the date for voting, "Conclusion date" must be given a date for completion |
Actions | Add an action for the change |
System Notifications | Set up a system notification to inform you of the change |
Documents | Link knowledge to change |
Attachments | Insert attachments to change |
Annotations | Add relevant notations for change |
Reversion Plan
To plan the change reversal use the features:
Tabs | Description |
|---|---|
Activities | Create a Workspace or link an existing one |
Actions | Add an action for the change |
System Notifications | Set up a system notification to inform you of the change rollback plan |
Documents | Link knowledge to the reversal plan |
Attachments | Insert attachments to the reversal plan |
Annotations | Add relevant notations to the reversal plan |
10. Click on "Save".