Create change management tickets

Create change management tickets to ensure all configuration changes are performed within the context of an approved workflow ticket.

When using the change management workflow, you must do all configuration changes within the context of an open ticket. If you do not already have a ticket, you must create a new one.

Procedure


Step 1

Choose Administration > Change Management Workflow, or click the Ticket (Ticket icon) shortcut menu.

Step 2

Click Add Ticket.

Step 3

Configure the ticket options:

  • Name—The name of the ticket. The name can include letters, numbers, spaces, and the following special characters: #-_!

  • Description—An optional description of what you intend to configure using this ticket. For example, if you have a case number related to what you intend to fix using this ticket, that would be useful information in a description.

  • Number of Approvers—How many administrators must approve the change for the ticket to be approved and deployable. You can specify 1-5.

  • Assign to—Select the user who will own the ticket and be responsible for implementing the changes. Choose self to assign it to yourself.

Step 4

Click one of the following:

  • Create—The ticket is added to the list of tickets, but it is not opened. You need to open it before you can work within the context of the ticket.

  • Create and Open—The ticket is added to the list of tickets and also opened.


The change management ticket is created and available for use in the workflow. If you selected Create and Open, the ticket is immediately opened for configuration changes.