Checklist Change Record

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  | ⯈  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

 

By:  Stefan Kempter , IT Process Maps.