Various Roles in Change Management Approval Flow

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Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment

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Change Management



Following are the various roles involved in managing the Change Management process:

  • Change Requester: A member who creates a new Change Record (CR). In addition, the requester can view and edit the existing CRs. For more information see Creating Change Records.
  • Change Record Authorizer: The Change Record Authorizer is a Workgroup owner who has rights to authorize a CR. For more information see, Authorizing Change Records.
  • Assigned Workgroup: A member of Assigned Workgroup has the authority to edit the CR details. For more information see Creating Change Records.
  • Implementer: A member responsible to execute tasks for fulfillment of a CR. For more information, see Creating Tasks for Change Records.
  • Change Advisory Board (CAB) Member: A member of the Change Advisory Board who has the authority to sign-off, reject, or recommend changes necessary for anything that need to be processed. For more information see, Configuring Change Advisory Board Members.
  • Change Manager (CM): A person who reviews all the SRs, sets Change Record Authorizers, tables the CRs to the CAB, chairs the CAB meetings, issues Change Schedules, reviews all the implemented CRs, and generates regular reports. For more information about the various activities a Change Manager can perform, see  Change Manager. 
  • Post Implementation Reviewer: A person who reviews the impact of the CR and advises if the CR changes should be released or reverted. Many of the times few of the CAB members may also play this role. The Change Manager decides the PI Reviewer. For more information, see Configuring PIR Reviewer.
  • Customer Approver: A person from the customer end who reviews and approves the CR before the CR is implemented. The Customer Approval may be required before or after the CAB approval. This can be set while creating the CR. For more information see, Approving Change Records.
  • Customer Tester: A person from the customer end who creates test cases and checks the CR solution.

Change Management Roles

Figure: Change Management Roles