Summer 2026 Help

Planned Change Triage & Initiation

Overview

Triaging and Initiating Planned Changes allows users to review incoming requests to confirm they are suitable for planned work and then create a Planned Change record that captures the reason, defines the scope, and outlines the actions required for completion.

  • Determine whether the request should proceed, be reassigned, or be rejected.

  • Review incoming requests and confirm they meet the criteria for Planned Changes.


Additional Resources

ComplianceQuest


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