A change is essentially an addition, modification or removal of anything that can affect IT
Services. The scope should include changes to all architectures, processes, tools, metrics and
documentation, as well as changes to IT services and other CIs.

Changes can be standard (low-risk, pre authorized or recurring changes) or non-standard
(emergency changes).

Once a change is requested for, elaborate planning is required for its execution. And just in case
everything does not go as smoothly as planned, having a backout plan helps you stay prepared.

Let’s see how Change Management works in Freshservice.


Creating Changes

To create a new change, 


  1. Click on New in the top-right corner and click Change.



  1. Enter the details for the change in the form and click on Save.


Adding problems to a change

Once a change is requested for, adding all the problems that triggered it helps add context to
the request. If the change request is initiated from a problem’s detailed view, it is linked to the
change automatically. You can add the others manually.

To add problems to a change, 


  1. Go to the change’s detailed view and click on Problems under the description.

  2. If there’s no problem linked to the change yet click on Link new. (If there is, click on
    Existing Problem)



  1. In the list of Problems that pops up, select the ones that need to be linked and click on
    Link.


The linked problems can then be viewed by clicking on the Problems button. If a problem
needs to be removed from this list, hover over it, click on the ‘minus’ sign next to it and click
Detach.


Adding Incidents to a Change

You can even add associated incidents to a change to provide a more complete picture. You
can add two types of incidents.


  • Incidents that initiated the change request.

  • Incidents that were caused by the change.


To add incidents to a change, 


  1. Go to the change’s detailed view and click on the Associated Tickets button. Select the
    appropriate option to add the incident - Initiating the change or Caused due to the
    Change



  1. From the list of incidents that pop up, select the ones that you need to link to the change and click on Link.


Adding planning details

Once a change request is initiated, you need to plan the implementation of the change before
you can send it for approval. As you do, keep updating the change entry in Freshservice.

On the change’s detailed view, you can add the following planning details:

  • Reason for Change

  • Impact

  • Rollout Plan

  • Backout Plan


To add planning details to a change, 


  1. To add these details to the change, visit the change’s detailed view and click in the
    corresponding box.



  1. Enter the information and format it. Attach any relevant file that might provide additional
    information by clicking on Attach file. Click Add once done.