Can a Change Request be created from a Service Request?

Often in our department we receive Service Requests that should actually be Change Requests. Is there any way to create a Change Request from a Service Request? This would alleviate the issue of closing the Service Request and having the client open a separate Change Request.

Thank you

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  • Verified Answer

    +1  

    Hi Marie,

    From a Service Request you have the option to create a Change Request based upon the information held in the Request.

    By clicking on this option a certain number of fields will then be populated into a New Change Record as shown here:

    Then its just a matter of filling in the rest so that the Change Record can be saved.

    This option should be there OOTB for you to use.

Reply
  • Verified Answer

    +1  

    Hi Marie,

    From a Service Request you have the option to create a Change Request based upon the information held in the Request.

    By clicking on this option a certain number of fields will then be populated into a New Change Record as shown here:

    Then its just a matter of filling in the rest so that the Change Record can be saved.

    This option should be there OOTB for you to use.

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