Automating a Request For Change With Workflows

Automating a Request For Change With Workflows

Jun 7, 2024

Build your own request for change workflow with the pre-built template on InvGate Service Desk's 30-day free trial: https://hubs.ly/Q02yw0N30!

A change request is a formal ticket for tweaking or modifying anything in your system or IT environment.

Whether because of new business needs, fixing existing problems, or simply making something better, a change request helps you outline what needs to be done and why.

These aren't just procedural necessities but tools that can boost the effectiveness and reliability of your help desk.

Here's how they make a difference:

  • Creating a controlled environment.
  • Boosting accountability.
  • Minimizing risks.
  • Ensuring compliance.
  • Improving communication with stakeholders.

Start automating your Change Management process with this tutorial!

Key moments:

00:00:00 Introduction
00:00:57 Benefits of automating change requests
00:01:19 Exploring the request for change workflow template
00:01:42 Configuring the change request form
00:05:14 Routing changes with a conditional
00:06:38 Setting up approvals
00:06:58 Configuring the rejection email
00:07:15 Listing the implementation tasks
00:07:26 Editing the pre-built onboarding template
00:09:56 Adding a web service for automation
00:10:43 Exploring the review step
00:10:59 Describing the rolllback tasks
00:11:28 Conclusion

You can find more information on InvGate Service Desk here: https://hubs.ly/Q02yw16V0.

And don't forget to subscribe to our LinkedIn page: https://www.linkedin.com/company/invgate.

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