Review

Review

During the review stage, the change management team evaluates the entire change process from Submission to Release. They document a report detailing the change process and assess if the objectives of each stage were achieved. They also document procedures to be implemented in the future.

The following tabs are displayed:
  1. Details: Configure the next review date, add the review in the Description field, add attachments, and fill additional fields configured for the stage. Depending on your change role and permissions, you can spot-edit the fields.
  2. Tasks: You can add and manage tasks in this stage.
  3. Approvals: Track the approval levels associated with the Review stage.  
Info
If no approval is added for the Review stage, the Approvals tab will not be visible for this stage after the change moves to the next stage.  
  1. Status Comments: View the status transitions of the change in this stage, along with the comments added during the transitions.

 


    • Related Articles

    • Forward Requests

      Technicians can forward requests from the request details page. The request will be forwarded as an email to the recipients and logged in the Conversations tab. In the request details page, click and select Forward. Fill out the email form as ...

    • Stage-Status

      Each stage of the change is assigned specific statuses throughout the change management process to indicate the progress of the change request. You can create and manage statuses for the change under Setup > Customization > Change Management > Stage ...

    • Create Solution

      You can create solutions to tackle frequently raised incidents and track them from the Solutions tab. Role Required: SDAdmin, Technicians with Add Solutions permissions. The solutions can also be added to the Self-Service Portal to help end users ...

    • Approve or Reject Solution

      Technicians with solution approval permissions can review the solutions submitted for approval and approve/reject them. After a solution is submitted for approval, an email notification will be sent. Technicians can use the link in the email to ...

    • Stage and Status

      Change stage is a directional classification to manage and track the progress of various activities and functions in changes. The available change stages are Submission, Planning, CAB Evaluation, Implementation, UAT, Release, Review, and Close. Each ...