Change Mangagement Process for
Changes to the Production Environment

Worksheet

Note: For a more complete explanation, please refer to the following documents: Recommendations for Production Turnover Procedures (edavid, 3/17/2004); Turnover to Production – Internal Approval Process (collated by Pam Heath-Johnston, Apr. 22, 2004); Enhanced Change Management Process (developed by Nic Lovelace); Change Log Documentation – Template Requirements (template found in Project Management public folder), Entering Change Orders in the Events Calendar on Exchange (developed by Ann Nunes).

Mockup of Online Help System

Requestor Name of individual/group making request (lower case) or initiating change order.
Affected End User Name of customer (individual or department) who is affected by the change.
Category

Category code list ...
Priority

This field is used to provide information on the impact of the change on our customers.
Priority code list ...
Assignee Name of the person responsible for updating and tracking the change order.
Group Name of the group responsible for updating and tracking the change order.
Created by Filled in with name of individual who opens Change Order.
Status

This field describes the current status of the change.
Status code list ...
Open Date Filled in with date/time when Change Log is opened Scheduled.
Scheduled Date The date on which the change is to take place. (Note: A UITS-Events Exchange Calendar entry must be made to correspond with the date entered in this field.)
Impact

This field is used to differentiate between emergency and different types of planned changes.
Impact code list ...
Close Date Displays the date and time when the change order was closed.
Call Back Date/Time Used to indicate the date for which a Status Page or Upcoming Change page entry is to be made. If a date/time is filled in, the Help Center will look at the Change Log documentation template file (see 7(b) below) to determine which web page is to be updated and the verbiage to be used on that web page. Calling or email Ann Nunes (or any other individual at the Help Center) to notify them that there is a need to include information on a web page is not a substitute for using this field.
Order Summary Summary of the change. Note that this is the Subject line for emails sent from the USD system.
Order Description Full description of the change.
Generate Cheat Sheet Generate notes to which you can refer when entering data into the Help System.