Change Management Module Overview

What is Change Management?

The Change Management module is designed to help you formally propose, evaluate, approve, implement, and review changes within your organization. This structured approach ensures that all changes are properly considered for their potential impacts, benefits, and risks before they are carried out.

Types of Changes Handled

This module can be used for various types of changes, from minor updates to more complex projects. It differentiates between:

• Comprehensive Changes: Managed through the main "Change Management" form, which includes a detailed workflow for thorough assessment, multi-step approvals, and review.
• Basic Changes: Managed through the "Basic Change Management" form, designed for simpler changes with a more straightforward approval process.

Key Processes

• Forms: You'll use different forms to capture information, from the initial proposal to detailed implementation plans.
• Workflow: Change requests move through several stages (e.g., 'New Request', 'Under Assessment', 'Pending Approval', 'Implementation', 'Review', 'Closed'). You'll use workflow buttons on the form to progress a change request.
• Linking: You can link change requests to other relevant items, such as specific actions in the "Actions Management" module or supporting documents.
• Notifications: Key personnel are automatically notified at important points in the change process.

Navigating Help Documents

To learn more, please see the following guides in this category:

• Understanding Change Management Forms: Details on the main, basic, and supporting forms.
• Change Management Workflow & Notifications: Explains the lifecycle of a change request and related communications.
• Key Fields & Conditional Logic in Change Management: Highlights how certain information you enter can affect the form's layout or the workflow path.

For general help on submitting forms or linking records, please refer to guides in the "General Features" category.