How to send a change request for approval

Overview

A core principle of change management is ensuring that every change is reviewed and authorized before implementation. This is typically done by a Change Advisory Board (CAB). This guide shows you how to submit a planned change request for formal approval.

Step-by-Step Guide

1. Navigate to the Approvals Tab

Once your change plan is complete and ready for review, you can initiate the approval process.

• From the Changes module (1), open the change request you want to submit for approval (2).

• Inside the change, click on the Approvals tab (3).

• Click the + Request Approval button (4) to open the selection window.

2. Select Approvers and Set Policy

The approval window is specifically designed for change management, allowing you to select pre-configured CAB groups.

• Select CAB Groups: For formal changes, the best practice is to select the appropriate Change Advisory Board from the list (e.g., "IT Operations CAB"). All members of that group will be added as approvers.

• Search for User: You can also add any other individual managers or stakeholders as approvers by searching for them.

• Set the Approval Policy: Choose a rule, such as "Everyone must approve," and add an optional note to provide context for the approvers.

• Click Request Approval to submit.

3. Monitor the Approval Status

Submitting the approval request formally moves the change into the next stage of its lifecycle.

• The change's status automatically updates to Awaiting Approval.

• Under the Approvals tab, you can now see a list of all individual approvers from the selected CAB.

• Each approver has their own Approve and Reject buttons. You can track the progress in real-time as they cast their votes.