Managing Change › Change Management Process Definition for CA Workflow › How to Set Up the Change Management Process Definition › How to Create Change Management Process Contacts

How to Create Change Management Process Contacts

When you work with the Change Management Process Definition, you create contacts who are responsible for approvals and additional tasks throughout the change process. You also assign the contacts to the Change Management Process groups.

To create the change management process contacts, do the following:

1. On the Administration tab, select Security and Role Management, Contacts.

   The Contact Search page appears.

2. Click Create New.

   The Create New Contact page appears.

3. Create the following contacts with valid email addresses and assign them to the appropriate groups:
   • Requester—One or more contacts who submit the Request for Change.
   • Change Manager—The contact who is the manager of the Implementation group. The Implementation group can only have one change manager.
   • CAB Manager—The contact who is the manager of the CAB group. The CAB group can only have one CAB manager.

   The Contact Detail Groups tab lists the current group assignments.

4. On the Members tab of the Implementation Group detail page, set the Manager flag for the Change Manager and the CAB Manager.
5. Click Save.

   The Members tab shows Manager-Yes for the following contacts:

   • Change Manager
   • CAB Manager
6. Create the same contacts in CA EEM and assign them to the CA EEM groups.

Note: The contact names can use any valid user name or system login. For information about creating CA SDM and CA EEM contacts, see the Online Help and the CA EEM documentation.