Change Enablement - How To Create a New Change

Objective

Following these steps will create a new Change in TeamDynamix.

Environment

TeamDynamix

Before You Begin

N/A

Steps

  1. Login: https://tdx.msu.edu/TDNext/Home/Desktop/Default.aspx
  2. Technicians can submit changes by using one of the two options:
    • Option 1: On the Technician Desktop, select the Create a Change button within the Technician Quick Links section.
    • Option 2: Select the Tickets tab or select Tickets from the Applications Menu in the upper left-hand corner.
  3. Select the +New button and select Change Form.
  4. Fill in all required ticket information using the Change Ticket Anatomy guide.
  5. After you select the Save button, use the "View the change you just created" link to return to your change.
  6. If the Change is ready for Internal Review, scroll down on the Change Ready for Review stage and select Mark Complete.
     
    Screenshot

  7. A process will be triggered to verify the change and generate the maintenance activity.
    1. If the dates entered for the Scheduled Start Date and Scheduled End Date are not a valid combination or the risk score cannot be calculated, the change will be rejected and route to the Revise Change Order task. The change must be updated and this task marked complete to be considered for review.
    2. Ensure there are no Detected Conflicts before proceeding.  Note:  Change Deferment Windows will also be shown here as well.  Refer to Change Deferment and Pauses Process
       
      Screenshot

            

  8. The change will be routed to the identified Internal Change Review group for approval. After this step, the Change Type will determine if additional approval steps are necessary.
    1. If the change is rejected at one of the approval steps, it will route to the Revise Change Order task. The change must be updated and this task marked complete to be considered for review again.
  9. Once the change is approved, several approval actions will be triggered to send out notifications and generate tasks as necessary.
    1. If the change is altered after approval, the workflow should be reassigned to have the change reviewed and approved again. This can be done using the Actions >> Reassign Workflow option and selecting the Request for Change workflow.
  10. Once the change has been implemented, select the Appropriate Closure Code
  11. The change order workflow will update the status to resolve.

 

Additional Info

Change Deferment and Pauses Process

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