Checklist 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 | ⯈ ITIL Process Map V3

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