A change request approval process is a series of steps that must be followed to approve and implement a change in the System, Hardware, or Application etc. At times, to provide the resolution for Tickets and also to implement new requirements, changes are required in the System, Hardware, or Application etc. These changes are handled through ‘Change Requests’ process. Each ‘Change Request’ that is initiated must undergo change request approval process.
Change Request Approval Process typically goes through below mentioned steps
1.Create Change Request: A change request is initiated and submitted. This should include the details regarding the change that is required, the reason for the request and other relevant details that can help the approver understand the impact of change.
2.Approval: The change request is reviewed by the approver and approved/denied as per assessment done. There can be multiple levels of approval required based on the impact of the change. Once approved, the change request is assigned to the appropriate team to implement it.
3.Implementation: Approved change requests are assigned to the team. Team makes appropriate changes and implements it.
4.Close: Once implemented successfully or if denied then Change Request is closed.
Change Request Approvers page is shown below:
Change Type, Approvers and Approval Levels fields are provided in the 2 lists as shown below.
Click Application Administration in Top link bar -> Go to Change Request Approvers in left navigation link
This will open the page as shown below
Change Requests Approver Definition
•Clicking ‘New’ button in upper left corner of ‘Change Request Approver Definition’ list, user can make an entry to specify Change type and Approver(s) for that Change type.
•‘Change Type’ defined here will appear in the dropdown of ‘Change Request – New Item’ form. These signify the categories in which Change Request can be initiated
•The approver(s) defined against each Change type are authorized to approve that change request based their Approval Level.
Approval Levels
•Clicking ‘New’ button in upper left corner of ‘Approval Levels’ list, user can provide the level of approval applicable for an approver.
•Level of each Approver is defined in ‘Approval Levels’ list.
•‘Request Approvers’ column is used to send Change request for Approval to users specified in a mapped field of new change request. For example: For above shown entry for Level 2 approvers, approval task will go to users specified in ‘Owner’ field while creating a new change request.
•‘Lookup Approvers’ column is used to send Change request for approval to approvers listed in ‘Change Requests Approver Definition list’.
For more detail on Change Request Approver, refer below article:
https://www.dropbox.com/scl/fi/8yrywspni9dyiyzlpwsbl/Change-Request-Approval-Process-using-workflow-document-V1.0-2.docx?rlkey=dva5xi8uwjjqtx2237q946tr9&dl=0