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![[Post New]](/Sysforums/templates/default/images/icon_minipost_new.gif) 23/05/2011 16:51:09
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NWG-IT
Elite SysAider
Joined: 07/01/2010
Messages: 203
Offline
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Hello,
Within our company we really would like to start using the ITIL module within Sysaid.
And I am trying to implement a few basic Change Management templates,
but with that I am stuck and it feels it is all a bit to "big" for our needs.
As a start I would like to have two default change templates for example:
- a step by step procedure for a new hire change request
- a step by step procedure for a change order
But i really cannot see how to start,
So a SR enters SysAid with the request for a new user then how to proceed?
how to setup a change template for a new hire?
could anybody share a light? which workflow tabs and fields you use?
It would be great that anybody could tell me a step by step guide,
Hope to find out more 
Thanks in advance!
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06/06/2011 09:22:57
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Joseph Zargari
VP Customer Relations
Joined: 26/03/2006
Messages: 517
Offline
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Hi NWG-IT,
Assuming you created the right change template for new hires, whenever you get a new incident requesting to setup a new employee, just create a linked change from the incident. This will associate the incident withe the new change request you'll create and the process will then start (the non-dependent action items will be activated and send notifications to the assignees).
Setting up a template really depends on what you want to manage in the change request from the whole process of hiring a new employee. You need to break it down to smaller steps (action items) and define dependencies between them. For example, you need to setup an Active Directory user account before creating a mailbox. You need the mailbox before you can create a phone extension (to send the voicemails to).
You need to come up with the list of tasks you want to manage in the change request and then design the template accordingly.
Thanks,
Joseph.
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07/03/2012 16:48:10
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ljoy
SysAider
Joined: 24/07/2008
Messages: 7
Offline
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We have a similiar issue , its the setting up of the flow process etc
a new user will cause
create new account
create email account
create deltek account
apply email groups
apply security groups
apply door card groups
should these be made as tasks or change requests?
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08/03/2012 12:18:26
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Joseph Zargari
VP Customer Relations
Joined: 26/03/2006
Messages: 517
Offline
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Hi ljoy,
It is better to configure these processes as change templates, but is also possible to work with a project connected with tasks connected with notifications that create separate incidents...
Joseph.
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14/03/2012 09:33:50
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ljoy
SysAider
Joined: 24/07/2008
Messages: 7
Offline
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Ok is there a example anywhere that i could get a better understanding of what your suggesting/
thank you
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14/03/2012 09:53:31
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NWG-IT
Elite SysAider
Joined: 07/01/2010
Messages: 203
Offline
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ljoy wrote:Ok is there a example anywhere that i could get a better understanding of what your suggesting/
thank you
I am curious about this as well, never really had a good understanding how to use the change management in SysAid properly.
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15/03/2012 21:27:26
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Joseph Zargari
VP Customer Relations
Joined: 26/03/2006
Messages: 517
Offline
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Hi guys,
I would be difficult for me to explain this further in writing. Please contact your account manager at SysAid to get better explanation about the suggested process.
Joseph.
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