How to Close a Change Request
NOTE: For the sake of this knowledge article's task, we are assuming the change has been created, approved by the manager, approved by CAB, and entered in the Implementation State.
- From the Change Request record
- Notice the following
- The State is Implement
- A Close button is now available in the action ribbon.
- On the "Step 4: Implement" tab, the Actual Start is populated.
- On the "Closure Information" tab, the Close Code and Notes are no longer read-only.
- After you have completed the tasks required to complete the change
- Open the Closure Information tab.
- Select the appropriate Close Code
- Enter the Notes for the Change
(NOTE: Close Code and Notes are required. If you try to close the change without completing these fields, you will receive a warning.)
- Click the Close button to complete the Change Request and close the process.