Copy Change
Copy change option reduces the need to create templates for occasional changes. Let us take an example of updating firewall exceptions. Since this is not a frequent change, creating a template might be unnecessary. Using the copy change option, you can easily create a new change request by making necessary modifications to the copied change.
Also, you can use this option to re-raise failed/canceled changes. Consider the example of a change request raised to upgrade the web server of an organization. The change request is canceled by the change approver due to an external issue. After resolving the issue, you can invoke the copy change option to recreate the change request with the same set of change details.
Role Required: Technician with permission to create a change
You can choose the change fields to be copied. Refer this table to know about which fields can/cannot be copied.
To copy a change,
- Go to the Changes tab.
- Click a change to open the change details page.
- Click Actions > Copy Change.
-
Select the stage-wise fields and related items to copy.
-
Use the Stages checkbox at the top of the page to select or deselect all fields and items in bulk.
-
Use the checkbox next to a stage to select all fields in that stage.
-
Select or deselect individual checkboxes to include or exclude specific fields or items.
-
Additional fields appear with a badge showing the count of additional fields in that stage. Hover over the number beside Additional Fields to view the included fields.
-
For the CAB Evaluation stage, you cannot select the CAB Members checkbox if any workflow is associated.
- Click Next.
- On the displayed page, modify the necessary details in the submission stage.
- Click Copy.
- The change is now copied. The details page of the copied change will be displayed.
Change History
Copying a change will reflect in the change history as in the following screenshot.
Copyable fields
The following table displays which of the change properties can/cannot be copied when copying a change.
|
Stages |
Fields that can be copied |
Fields that cannot be copied |
|
Submission |
Title Description Change Type Priority Urgency Impact Risk Category Sub Category Item Site Group Assets Involved Services Affected Workflow Template Reason for change Change Manager Change Owner Change Requester Attachments with comments Additional fields (including Date Fields) Emergency Tasks Additional Fields (if available) |
Retrospective Created by Created/Completed time Scheduled start/end time Approvals |
|
Planning |
Impact (With attachments and comments) Rollout plan(With attachments and comments) Backout plan(With attachments and comments) Checklist (With attachments and comments) Additional Fields (if available) |
Task schedule and its worklogs Downtime (Start Time and End Time ) Requests Caused by Change Requests that Initiated Change Problems Impact details Rollout plan Backout plan Checklist's - Updated by/Updated on Approvals Release Schedule (both Scheduled Start and Scheduled End) |
|
CAB Evaluation |
CAB members (When no workflow is associated) Tasks Additional Fields (if available) |
Task schedule and its worklogs Approval content Status Sent time Action time |
|
Implementation |
Tasks Additional Fields (if available) |
Task schedule and its worklogs Work logs |
|
UAT |
Tasks Test Plan(Attachments) Additional Fields (if available) |
Task schedule and its worklogs |
|
Release |
Description Tasks Additional Fields (if available) |
Task schedule and its worklogs |
|
Review |
Review Description Attachments Tasks Additional Fields (if available) |
Task schedule and its worklogs Next Review On Updated by/ Updated On |
|
Close |
Tasks Additional Fields (if available) |
Task Schedule and its worklogsClose Descripiton Closure Code Task schedule and its worklogs |