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Change Custom Rules

The custom rules help you to enforce the organization’s compliance while processing a change. Using these rules you can ensure that any change in the change attributes is supported by proper comments or notes. For example, a change should not move to the closed state if there is no technician assigned to the change. Similarly, you can use custom rules to enforce the approval workflows and closing tasks to close a change.

To view the Change Custom Rules page, navigate to Admin > Change Management > Change Custom Rules.

When Should Custom Rules be Enforced

For the change management module, the custom rules are evaluated based on the actions configured at any of the below stages:

  • Submitted Rules: Check the items that should be enforced before submitting a change request.
Rules to Submit a Change Request
Rules to Submit a Change Request
  • Planning Rules: Check the items that should be enforced before planning a change.
Rules to Plan a Change
Rules to Plan a Change
  • Implementation Rules: Check the items that should be enforced before implementing a change.
Rules to Implement a Change
Rules to Implement a Change
  • Review Rules: Check the items that should be enforced before reviewing a change.
Rules to Review a Change
Rules to Review a Change
  • Required Note Rules: Check the items that should require a note before changing their values.
Fields that require a note before changing their values
Fields that require a note before changing their values

Example Scenario: You cannot create a task when the change is on Approval stage.

Example of Custom Rules in Change Management
Example of Custom Rules in Change Management

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