1 Remedy Change Management Version 3.0 Modified: 10/27/2015
3 Table of Contents Introduction... 4 Purpose... 4 Scope... 4 Manitoba ehealth Change Management... 4 Icons... 4 RFC Procedures... 5 Process Flow Wizard... 5 Stages of RFC... 5 Change Initiate and Record... 6 Review and Authorize Plan and Schedule Plan and Schedule Approval Implementation Completion and Closure RFC Ticket Management Notifications Cancel an RFC Receive an Approved RFC Receive a Rejected RFC Resubmit a Rejected RFC Back Out an RFC Reassign an RFC Copy an RFC References Manitoba ehealth Documents BMC Remedy Change Management Help Manitoba ehealth Page 3 of 29
4 INTRODUCTION Purpose The purpose of this guide is to provide users with the necessary procedures to execute the activities and tasks within the Remedy Change Management process. Scope The target audience for this document is second level support staff but the information may also benefit Manitoba ehealth management and Service Desk staff. Manitoba ehealth Change Management The Manitoba ehealth Change Management process strives to provide controlled, efficient and prompt management of changes to Manitoba ehealth production environments and to minimize the risk of negatively impacting availability when introducing changes into the production environment. Requests for Change (RFC) are raised in Remedy to capture, manage, and report on Changes during the Manitoba ehealth Change Management process. More details on policies, principles, and standards are in the Manitoba ehealth Change Management Process Guide and the Change Management Process Principle Guide located on SharePoint. (See References on page 29.) Icons This icon will point to reference sources that contain more information on the topic. This icon indicates that the information is an important business rule, principle or standard in the Change Management process. This icon warns of the consequences of doing or not doing a certain action. This icon identifies a tip or a shortcut. Manitoba ehealth Page 4 of 29
5 RFC PROCEDURES Process Flow Wizard The Process Flow Status/Wizard guides you through the Change process from start to finish. It provides a visual mechanism to track the state of a Change. The Process Flow Status area displays the sequence of the Change Management Lifecycle stages from the initial Initiate stage to the Closed state. The current stage of the Change is highlighted in green. To move a Change to the next stage, click the drop down arrow or click at the bottom of the form. Stages of RFC Some state transitions in the RFC lifecycle can only be performed by users who have been assigned a specific role. The various stages (states) in the lifecycle of an RFC are: Change Status Draft Request For Authorization Request For Change Planning In Progress Scheduled for Approval Scheduled Implementation In Progress Pending Rejected Completed Closed Cancelled Description Initial details are entered; RFC is not yet submitted to the Change Management process RFC is in Review Approval phase for Resource Group Manager / Change Manager approval* RFC is in Business Approval phase for Business / Technical Resource approval* Tasks are created and assigned for planning activities RFC is in Implementation Approval phase for Resource Group Manager / Change Manager / Change Advisory Board (CAB) / Senior Management approval* RFC has been been assigned for completion RFC is being implemented Work on the RFC has been temporarily suspended RFC has been rejected by an Approver RFC has been implemented RFC can no longer be modified RFC is no longer required * The specific approval(s) that will be required depend on the Class and Risk Level of the RFC. For further details refer to Change request lifecycle in the BMC Remedy Change Management Help. Manitoba ehealth Page 5 of 29
6 Change Initiate and Record An RFC should be raised as soon as the need for a change is known to ensure proper planning for change implementation. Review policies and collect all required information. Refer to the Manitoba ehealth Change Management Process Guide and the Change Management Process Principle Guide for more information regarding lead times. (See References on page 29.) CREATE AN RFC To create a new RFC: 1. Display the Applications menu on the left side of the screen. 2. Select Change Management > New Change. The new Infrastructure Change form is displayed. A Change ID is automatically assigned. Manitoba ehealth Page 6 of 29
7 Fields highlighted in black with an asterisk are mandatory. Mandatory fields must be filled in for the RFC to be saved in Remedy. CHANGE REQUEST INFORMATION Field Change ID Coordinator Group Change Coordinator Change Location Description A unique value assigned automatically by Remedy. This field is auto-filled based on your login. This field is auto-filled based on your login. The site at which the change will be implemented. This field is auto-filled based on your login but you can click to modify the location. Field Service Template Summary Notes Description Leave this field blank. If applicable, select a template on which to base the RFC. Enter a brief description of the RFC. (This description will be included for paging.) Enter additional information about the RFC. Manitoba ehealth Page 7 of 29
8 Refer to the Manitoba ehealth Change Management Principle Guide for further details regarding Class and Risk Level. (See References on page 29.) Field Class Change Reason Description Class specifies the relative urgency of the RFC, so that approvers can assess its magnitude. Emergency - Emergency RFCs are changes that must be implemented immediately due to system or service failure and must have a corresponding Priority 1 or Priority 2 Incident ticket raised in Remedy. They can be raised after the change is made to avoid holding up a restored service. All Emergency RFCs are to be reviewed with CAB after implementation. Expedited - Expedited RFCs require immediate action but do not meet the conditions defined in an Emergency RFC (e.g. proactive incident avoidance) and cannot be accomplished within the normal change cycle. They can be raised with less lead time prior to implementation. Latent - Latent Change activities occur when no notification or request for approval is applied for prior to implementing the change. The change activity is done without CAB or Business approval and the recording of the activity is done after the fact. As a result, Latent timing automatically sets the request status to Completed after you save the change request. Normal - A normal RFC goes through predefined steps that are documented in the Change Management process with sufficient lead times for review, communication, and approvals. A person that initiates an RFC is known as the Change Requester. RFCs may be initiated as soon as the need for a change is known to ensure proper planning for change implementation. No Impact This option is for information only purposes as well as Configuration Item (CI) document changes; where the process dictates that the change must be logged in a Change Request. Review approvals will be required and the ticket must be closed by the implementer. Standard A Standard RFC is an RFC that has been defined and accepted (first time) via CAB approval to a common set of requirements where authority is effectively given in advance. Any normal, successful RFC may become a candidate for Standard RFC status. A Standard RFC is repeatable and occurs frequently with an acceptable level of risk. Optional; select the reason that best reflects why the change is being made. Manitoba ehealth Page 8 of 29
9 Field Environment Impact Description Select the environment in which the change will be made. Production environments MUST have an RFC raised for all identified in scope work identified in the Change Management Principle Guide. Select the option that best reflects the extent to which the change affects the business. Urgency Select the option that best reflects the importance the Change Requester assigns to the RFC. Priority Risk Assessment Questions Risk Level Display only; Priority is set by Remedy when a combination of Impact and Urgency are selected. This priority will be used by Change Management to prioritize approvals and review of RFCs that appear in their queue. (This is not related to Incident Management Priority.) Answer the Risk Assessment Questions to ensure that the risk to the business is assessed appropriately to reduce business impact. Display only; answer the Risk Questions for the Risk Level field to be updated. Risk Questions are identified in the Change Management Principle Guide. The highest Risk Level is 5. For further details on Status Reason refer to Requirements for status reasons in the BMC Remedy Change Management Help. Field Status Status Reason Manager Group Change Manager Vendor Group Vendor Ticket Number Description Display only; this reflects the lifecycle stage of the RFC. (In Draft state, the RFC has not yet been submitted to the Change Management process.) Some RFC Status codes require a Status Reason to be selected (E.g. Pending). (Draft state does not require a Status Reason.) Select Change-Mgmt. Select any value in the list Leave blank Leave blank Manitoba ehealth Page 9 of 29
10 REQUESTED FOR The Requested For option may be used if you (the Change Coordinator) are submitting the RFC on behalf of someone else. In the Quick Action section, select Requested For. Field Customer Company First Name Last Name Description This field will be populated based on the Last Name information. This field will be populated based on the Last Name information. Type the last name of the person for whom the request was created and press Enter. This will either fill in the rest of the Customer information or it will bring up the People Search utility with all of the people matching the last name entered. Phone Number This field will be populated based on the Last Name information. If the Phone Number is incorrect, the information can be edited by selecting the button. This field will be populated based on the Last Name information. The Customer (Requested For) is notified when the Status is changed from Draft to an open Status. Manitoba ehealth Page 10 of 29
11 CATEGORIZATION TAB The categorizations are used to describe the change and show which products and services are affected by the RFC. Section Operational Categorization Product Categorization Description Tier 1 - What can be changed? Tier 2 - Components to be changed? Tier 3 - Action (What are you doing?) Tier 1 Product Category (e.g. Hardware/ Software) Tier 2 Product Group (e.g. Print Device, Facilities, Network) Tier 3 Product Type (e.g. Printer, Scanner) Product Name - If you select a Product Name first, Tiers 1-3 will be populated with the correct detail supporting the Product Name. Model /Version Manufacturer Categorizations may also be set by clicking Select Operational or Select Product in the Quick Action section. Manitoba ehealth Page 11 of 29
12 WORK DETAIL TAB The Work Detail tab allows you to add notes and attachments into the RFC as well as view approval information. Use this tab to add a note that indicates which areas will be impacted (if any) and to attach Implementation, Test, Backout, and Release Plans. Manitoba ehealth Page 12 of 29
13 Adding a Work Detail To add a work detail, populate the following fields and click the button. Field Notes Description Enter a detailed summary of the Work Detail. Attachment Optional; Click the Browse Attachment button to select a file to be attached. Two additional attachments maybe added in the More Details section. The maximum size for each file is 10 MB. Work Info Type Locked Select a value that best corresponds with the type of note you are adding. Determine if you want to lock this record. Locking a record prevents anyone from editing the record at a future time. An may be sent from within an RFC by selecting the System link under Functions. Remedy will automatically append the to the Work Detail section of the RFC. It is necessary to include your name and contact information at the end of the as the tool doesn t add these details to it. Managing Work Details Each Work Detail record will be displayed as a separate line in the list at the top of the Work Detail tab. The number in the Files column indicates how many files have been attached in the Work Detail. Button Description Allows you to edit the selected Work Detail; click when you are done revising the record Opens a printable summary report of the selected Work Detail record(s) Opens the Work Info History window and displays a summary of all Work Detail records Viewing Approvals The bottom section of the Work Details tab shows information related to the current approval phase. By default, Pending approvals will be displayed but you may select a different option in the Show menu. TASKS TAB For information on working with Tasks refer to the Manitoba ehealth Remedy Tasks or the Task implementer role section in the BMC Remedy Change Management Help. (See References on page 29.) Manitoba ehealth Page 13 of 29
14 RELATIONSHIPS TAB Use the Relationships tab to view relationships that have been created between the current RFC and other Remedy items or to create new relationships. Viewing Relationships Any item(s) that the current RFC has been related to will be displayed in the table at the top of the Relationships tab. You may filter the type of item(s) you see by selecting an option in the Show Related menu (Incident, Known Error, etc.). Creating a Relationship To relate the current RFC to another Remedy item: 1. Click the drop down arrow next to the Search field at the bottom of the tab and select the type of item to be related (E.g. Incident). 2. Click in the next field and type a key word(s) for the item. An example is shown below. Note: You may also enter the ID number of the item if you know it. E.g. % Click. A Search window opens and displays a list of matching items. Note: If you need to further refine your search, click Use Advanced Search in the top right of the window. 4. Select the item you want to relate. 5. Optional: Change the value in the Select a Relationship Type drop down menu. (The default is Related To.) Note: The options will vary depending on the type of item you have searched for. 6. Click. Relationships may also be created by selecting Create Relationship to in the Quick Action section. To delete a relationship: select the record on the Relationships tab and click. Manitoba ehealth Page 14 of 29
15 DATE/SYSTEM TAB When planning an RFC, utilize the Date/System tab to track the scheduled, and actual start and end dates of the RFC. Scheduled Start/End Dates and, if applicable, Outage Start/End Dates MUST be filled in before submitting the RFC for Review approval. Item Scheduled Start Date Scheduled End Date Outage Start Date Outage End Date Actual Start Date Actual End Date Completed Date Timing Reason Description Date RFC is scheduled to start. Required to advance RFC to Planning in Progress. Date RFC is scheduled to end and is required. Date outage is scheduled to start (if applicable). Date outage is scheduled to end (if applicable). Actual start date of the RFC. Actual end date of the RFC. Date RFC is completed. Required when Class is set to Expedited. Manitoba ehealth Page 15 of 29
16 Item RFC Resolution Time Spent (min) Submitter Submit Date Description Code that summarizes what happened during implementation. Time Change Implementer spent (in minutes) resolving the RFC. Person responsible for submitting the RFC. Date the RFC was submitted. Click to display a list of task dates and times that you can use to populate the start and end dates of the RFC. The dates and times for tasks are populated within the tasks themselves. Once the RFC has gone through Implementation approval, you will not be able to modify the Scheduled Start/End Dates. SAVE AN RFC To save the RFC in Draft status: 1. Fill in all the mandatory fields in the Change form. 2. Click the button at the bottom of the form. The RFC will remain in Draft status and will not be advanced through approvals. SUBMIT AN RFC FOR REVIEW APPROVAL The Scheduled Start and End Dates MUST be in the RFC at this point. Risk 2/3 Changes should also have ALL other details finalized in the RFC before submitting for Review approval. Risk 4/5 Changes must also have a completed Technical Review Questionnaire attached. In the Process Flow Status area select Initiate > Next Stage. Manitoba ehealth Page 16 of 29
17 The RFC moves to the Initiate Approval stage and the Status changes to Request for Authorization. The RFC is in the Review Approval Phase. Manitoba ehealth Page 17 of 29
18 Review and Authorize During the Review & Authorize stage, the Resource Group Manager and the Change Manager (depending on Risk Level) will review the RFC for estimation of Risk Level, Impact and details. RFC s with Risk Level 4/5 will also require a Business/Technical approval at this stage. When all details are verified, the required approvers will authorize the RFC. The Change Coordinator will receive an notification of each approval. When all required approvals have been granted, the RFC will automatically progress to the Plan & Schedule stage with a Status of Planning in Progress. Manitoba ehealth Page 18 of 29
19 Plan and Schedule During the Plan & Schedule stage, the Change Coordinator creates plans and updates the build details of the RFC. He/she will also review the Change Calendar and resolve all schedule conflicts. To view the Change Calendar, open the Change Console and select View Calendar in the Functions section on the left side of the screen. SUBMIT AN RFC FOR IMPLEMENTATION APPROVAL Once the Change Coordinator validates the plans and finalizes the build of the RFC, the RFC is submitted for Implementation Approval. In the Process Flow Status area select Plan & Schedule > Next Stage. The RFC moves to the Plan & Schedule Approval stage and the Status changes to Scheduled For Approval. The RFC is in the Implementation Approval phase. Manitoba ehealth Page 19 of 29
20 Plan and Schedule Approval All RFCs will require Change Manager approval at this point. Depending on its Risk Level, the RFC may also require approval from CAB and Senior Management. When all required approvals have been granted, the RFC will automatically progress to the Plan & Schedule Normal stage with a Status of Scheduled. Manitoba ehealth Page 20 of 29
21 Implementation When it is time to implement the Change, the Change Coordinator moves the RFC to the Implement stage. To move an RFC to the Implement stage: In the Process Flow Status area select Plan & Schedule > Next Stage. The RFC moves to the Implement Normal stage and the Status changes to Implementation in Progress. Manitoba ehealth Page 21 of 29
22 It is the Change Implementer s responsibility to implement the approved RFC. Change Coordinators and Change Implementers are responsible for coordinating any action required if the implementation of an RFC is backed out or fails. The Implementer(s) should perform the following steps when implementing an approved Change: 1. Accept Scheduled RFC/Tasks. 2. Implement the RFC. 3. Perform Post Implementation Test. 4. Back out RFC if required. 5. Update RFC with Implementation and Test Results. 6. Confirm all Tasks completed. Manitoba ehealth Page 22 of 29
23 Completion and Closure Once the implementation/back out is finished, the Change Coordinator is responsible for completing the RFC with the correct completion code (see below). Relate Incident tickets that were raised during the implementation of the RFC. If an RFC is unsuccessful and the back out is unsuccessful the Change Manager and Stakeholders must be notified and a PIR (Post Implementation Review) conducted. To complete an RFC: In the Process Flow Status area select Implement > Next Stage. The Change Closure window appears. Enter the following information and click. Field RFC Resolution Actual Start Date Actual End Date Notes Work Info Type Description Select an appropriate completion code. Enter the implementation start date and time. Enter the implementation end date and time. Add a note to explain whether the change was successful, backed out, etc. If the change was backed out, provide an explanation as to why. Select the value that best corresponds with the note you added. Manitoba ehealth Page 23 of 29
24 The RFC remains in the Implement stage but the Status of the RFC is now Completed. Manitoba ehealth Page 24 of 29
25 Risk Level 2 and 3 Change tickets will automatically move to the Closed stage after 7 days provided that the following criteria are met: Status = Completed All Tasks have been completed Actual Start and End Dates have been entered The Change Manager MUST approve the close down of all Risk Level 4 and 5 RFCs and conduct PIRs when required. An RFC cannot be reopened once it has been closed. Manitoba ehealth Page 25 of 29
26 RFC TICKET MANAGEMENT Notifications When an RFC moves into a new state, Remedy triggers notifications for the assigned Change Management groups. Change Coordinators are notified of new RFCs based on their notification preferences defined in their Profile settings. Cancel an RFC An RFC can be cancelled at any time during the RFC lifecycle, up until Implementation commences. To cancel an RFC : 1. Click the drop down arrow in the Process Flow Status Area and select Cancel. The following message appears. 2. Select Yes. The Status changes to Cancelled and the RFC moves to the Closed stage. 3. Select a Status Reason that reflects why you are cancelling the RFC. 4. Click at the bottom of the Change form. Manitoba ehealth Page 26 of 29
27 Receive an Approved RFC On receipt of an Approved RFC, the Change Coordinator has authorization to implement the RFC in accordance with the approved times/dates in the RFC. Receive a Rejected RFC RFCs may be rejected at any level of review during the Approval workflow. If an approver rejects a proposed RFC, the approval process is stopped. The Status field is set to Rejected. When an RFC is rejected: The reasons are entered in the Work Details tab of the RFC. An notification is generated to the Change Coordinator and the Change Manager. Resubmit a Rejected RFC To re-sbumit an RFC: 1. Make the amendments to the RFC; provide details in the Notes field on the Work Detail tab. 2. Select Initiate > Restart in the Process Flow Status Area. Back Out an RFC It is the Change Coordinator s responsibility to back out an RFC when they note that the RFC has not completed successfully. When backing out an RFC: Back out the Change activity. If the back out is successful and an Incident has been raised, relate the RFC to the Incident Ticket. If the back out is unsuccessful, relate the RFC to the Incident Ticket. Notify the Change Manager/ Stakeholders. Conduct a PIR and document results. (Change Manager) Manitoba ehealth Page 27 of 29
28 Reassign an RFC A Change Coordinator or Change Manager can reassign the RFC. To reassign an RFC: 1. Select the Change Coordinator to whom you want to reassign the RFC. 2. Click at the bottom of the Change form. Only individuals who have a Remedy account can be designated as the Change Coordinator. He/she will then be notified of the reassigned RFC. Copy an RFC The Copy Change function allows you to copy an existing request into a new RFC. To copy an RFC: 1. Open the RFC that you would like to copy. 2. On the left side of the screen, select Functions > Copy Change. The Copy Infrastructure Change window appears. 3. Select the options that you want and click. The following message appears. 4. Click OK. The new RFC appears and is in Draft status. 5. Click at the bottom of the Change form. The RFC is saved and the Risk Level is calculated. Manitoba ehealth Page 28 of 29
29 REFERENCES Manitoba ehealth Documents To view the Manitoba ehealth Process Documents or Remedy Training Material, log into Remedy, open the Change Console, and select the Document Viewer. RELATED PROCESS DOCUMENTS Change_Mgmt Process Guide Change _Mgmt Process Principle Guide Change_Mgmt Technical Review Questionnaire Template RELATED TRAINING MATERIAL Remedy Basic Features Change Management Change Management Quick Reference Guide Change Management Lab Exercises Change Management Training Presentation Slides Tasks BMC Remedy Change Management Help Manitoba ehealth Page 29 of 29
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Database Program Instructions 1) Start your Comparative Rating software by double-clicking the icon on your desktop. 2) Click on the button on the Comparative Rating Software Main Menu. 3) A message Loading
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Driver Updater Manual Keep your drivers up-to-date! Improve your system performance and stability by keeping your drivers updated. Automatically find, update and fix the drivers on your computer and turn
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File Management Utility User Guide Legal Notes Unauthorized reproduction of all or part of this guide is prohibited. The information in this guide is subject to change without notice. We cannot be held
This FAQ contains: Web File Services definition Access web file services Create a WFS folder Upload a document Email a link to a document folder Create WFS subscription Cancel existing subscription Create
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Version 1.0 Guide to Office Hours, Appointments, and Appointment notes Purpose This document provides instructions to set up your office hours in Starfish, make appointments with students, and document