Copy Changes

Copy Changes

Copy changes to reduce the need to create templates. You can create a new change request by making the necessary modifications to the copied change.
 
Role Required: SDAdmin, SDChangeManager, Users with Add permission to Changes
 
To copy a change,
  1. Go to the change details page.
  2. Click Actions > Copy Change.
  3. If you do not want to copy a change property from a particular stage, uncheck the option in the pop-up.
Info
You cannot uncheck the Change Fields option as it is the minimal requirement to copy a change.  
  1. Click Next.
  2. On the displayed page, modify the details in the Submission stage, and click Copy.

The change is now copied. A duplicate change will be created for the customer of the original change. The details page of the copied change will be displayed.
 
Copying a change will reflect in the change history, as in the following screenshot:


    • Related Articles

    • Copy Projects

      You can copy projects as project templates or duplicate projects as new projects Go to the project list view and click the gear icon . Click Copy Project/Copy as Project Template. Specify the project title in the pop-up. Enter the template name if ...
    • Close Changes

      Role Required: SDAdmin, SDChangeManager, Users with Approve permission to the current stage and the Close stage. You can close changes from the list/template view or the change details page. To close changes in bulk, select the preferred changes from ...
    • Edit/Delete/Restore Changes

      Edit Change Details Role Required: SDAdmin, SDChangeManager, Users with Edit permission to the Submission stage of the change You can edit change details from the list/template view or the change details page. In the list/template view, click the ...
    • Pick Up Changes

      Role Required: SDAdmin, SDChangeManager, Technicians with Edit permission to the respective change stage Technicians associated to the respective customers can pick up unassigned changes from the list/template view. This reduces the waiting time to ...
    • Introduction to Changes

      ServiceDesk Plus MSP Cloud allows you to handle changes in goals, processes, or implemented technologies within an organization. With ServiceDesk Plus MSP Cloud, you can use standardized methods and procedures to minimize the impact of change-related ...