Managing Change › Change Management Process Definition for CA Workflow › How the Change Management Process Definition Works › Implement a Change Order

Implement a Change Order

For a particular change order, an implementation group completes one or more work items. As a member of the implementation group, you report information about the change.

To implement a change order

1. Log in to CA SDM as a member of the implementation group and open the change order.

   The Change Order Detail page appears.

2. On the Workflow Tasks tab, click the Implement Change Order link.

   The Task List page appears.

3. On the Tasks Tab, click the Perform link.

   The Perform Tasks page appears.

4. Follow the instructions for reviewing the change order and click Confirm.

   The Change Order Detail page shows Status-Implementation in progress.

5. Implement the change. For example, if the change order stated to install AntiVirus patch on Exchange Server 1 and Exchange Server 2, complete the change order according to company guidelines and standards.
6. On the Workflow Tasks tab, click the Implement Complete Form link.

   The Tasks page appears.

7. On the Tasks Tab, click the Perform link.

   The Implementation Complete page appears.

8. On the Impl Complete tab, answer the questions to describe how your group implemented the change order and click one of the following options:

   Complete

   Specifies that all change order tasks completed successfully. Sets the change order Status to Implementation Complete and Closure Code to Successful.

   Incomplete

   Specifies that one or more items on the change order could not be completed.

   The requester receives one or more notifications about change order completion or back out. The system also responds in one of the following ways:

   • If the change order is complete, the Change Order Detail page shows the following:
     • Status-Implementation Complete
     • Closure Code-Successful.

     The system notifies the implementation group to complete the Post Implementation Review.

   • If the change order is incomplete, Change Order Detail page shows the following:
     • Status-Backed out
     • Closure Code-Unsuccessful.

     The system also notifies the implementation group to determine whether the back out was successful.

     When the back out is successful, the system notifies the implementation group to complete the Post Implementation Review. If the back out is unsuccessful, the system creates an incident and notifies the implementation group to complete the Post Implementation Review.