Checklist Change Record

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Checklist Change Record - Template Change Record


 

ITIL Process: ITIL Service Transition - Change Management

Checklist Category: ITIL Templates - Change Management

Source: Checklist "Change Record" from the ITIL Process Map V2

 

The Change Record builds upon the RFC; it therefore contains the information from the RFC augmented by statements as to the decision-making and implementation progress:

  • Unique Change ID
  • Initiator of the RFC
  • Date of submission
  • Short description of the Change being applied for
  • Reason for the Change to be implemented (Business Case)
  • Effects upon:
    • Business areas on the client-side
    • IT Services
    • IT Infrastructure components (CIs)
    • Technology spectrum (is a new technology being introduced?)
  • Risks during the implementation of the Change
    • Types of risk
    • Counter-measures (e.g. reversion procedure)
  • Priority (urgency)
  • Category (effects)
  • Predicted/suggested time schedule for the implementation
  • Review comments from the clearance process
  • Constraints (i.e. restrictions, which arise due to the evaluation of the Change by the CAB)
  • Resources for the implementation
    • Required personnel resources (from which areas?)
    • Estimated work effort for the required personnel resources
    • Necessary training measures
      • Users on the client-side
      • IT Employees
    • Cost estimate
    • Statement as to whether the costs are included in the planning of the budget
  • History of events
    • Date of submission of the RFC
    • Date of the receipt of the RFC by the Change Manager
    • Date of the acceptance or rejection of the RFC
    • Date of the clearance or rejection of the Change
    • Date of transferal to Release Management
  • History of decisions
    • Person/ body in charge for the decision about clearance/rejection (Change Manager/ CAB/ EC)
    • Where necessary, the reason for the rejection of the Change by the Change Manager/ CAB/ EC