Processing a change

To ensure that all affected parties are fully aware of a change, a change form passes through a series of lifecycle phases between creation and completion. Although there are other possible paths, this is the principal workflow.

  1. The change form is created, or Originated. The originator is typically responsible for the clarity and completeness of the change form's technical content. The originator attaches the affected items and provides additional information to help the reviewers evaluate the change form's effects.

  2. The originator may submit the change form to an analyst for review. The analyst's role is to ensure that the change form's content conforms to an agreed standard. This typically includes (a) review of the change form's purpose, priority, and costs; (b) validation of the Affected items list; and (c) verification that the appropriate reviewing groups have been included.

  3. The change form is routed to reviewers for their approval. On behalf of their group, each reviewer can approve or disapprove the change. The reviewer can also hold the change form while the action's originator and/or analyst answer a question about the change form. Based on their responses, the reviewer can approve or disapprove it.

  4. During the review process:

    • If any one required reviewer disapproves the change form, then it is forwarded to the analyst or the system to be formally Rejected.

    • If all required reviewers approve the change form, then it is Accepted and forwarded to (a) the analyst for further review or (b) the system to be Released.

  5. After the instructions contained in the change form have been implemented, the status can be set to Completed.

Throughout the process, an analyst can cancel the change form or withdraw it to Submitted status, and optionally return it to the originator.

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