Create a Change model

task brazil Updated Sep 10, 2026 4 min read create-a-change-model.md
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Create change models to configure the states and transitions to match your organization's change processes.

Before you begin

Role required: change_manager

Procedure

  1. Navigate to All > Change > Administration > Change Models.

  2. Select New.

  3. On the form, fill in the fields.

Field

Description

Name

Name of the change model, based on the process that the model represents. For example, you can create the following change models:- Normal

  • Standard
  • Emergency

Default Change Model

Option for enabling the change model as a default model on the change request form.

Active

Option for making the model available for selection when creating a change request.

Color

Color that appears on the side of the change model bar on the Models tab in the change landing page.

Available in 'Create New'

Option for making this model available for selection on the Models tab on the change landing page and in the Model field on the change request form.

Description

Detailed description of the change model.

Implementation states

Implementation state for the change model. For more information on states, see State model and transitions.If you are using Mass CI Update with change models, verify that the Implementation states field in the model is set to the state in which you want the changes to take effect.

4. On the **Security** tab, fill in the fields.

Field

Description

Advanced Security

Option to enable role-based access controls and user criteria to tailor the Change creation landing page views. When you enable Advanced Security, the Not Available For, Available For, and Can Write tabs appear next to the Model States tab in the related lists.For more information on managing user access to the change model, see Create a user criteria record for Change Management.

Available For

Users with access to the change model.

Not Available For

Users with no the access to the change model

Can Write

Users with write access to the change model.

Read Roles

Roles that can view the change model.

Write Roles

Roles to edit the change model.

5. Provide standard information for specific fields to be available for a new change request created using the model.
If you set a preset for the model, the value becomes read-only for change records created using the model.

1.  On the **Preset Management** tab, select the **Apply record preset** check box.

2.  Select the record preset from the list, and then select the relevant option for the chosen preset.

3.  Select the fields from the list, and then select the relevant value for the chosen field.

4.  Select **Submit**.
  1. On the Template Management tab, fill in the fields.

Field

Description

Who can propose Templates

Users allowed to propose templates using this change model. The available options are:- Anyone who can modify this model

  • Anyone who can read this model

Template approval users

Users who can approve templates proposed using this change model.

Template approval groups

User groups that can approve templates created using this change model.

7. Select **Submit** to save the change model with the details provided.

What to do next

Configure states for the change model you create. For more information, see Configure change model states.

Manage the templates created using the change model through options in the Change Templates tab. For more information, see Create and propose a change template.

Configure categories that help classify available templates on the Create a change request page. For more information, see Configure template categories.

  • Configure change model states
    Configure states for change models and define transition between multiple states.
  • State field policies for change models
    Use state field policies to make change request fields mandatory or read-only at each state in a change model. Policies are enforced on the form when a change request is created or updated.
  • Change model attributes
    Change model attributes are tags that you assign to states in a change model. Scripts can check which attributes are present in the current state of a change and turn functionality on or off for that state.
  • Create predefined transition condition types
    Create predefined transition conditions to reuse the conditions for your change models.
  • Model script editor role
    This role grants write access to the scripted condition fields on model state transition conditions and model condition types.
  • Attach a process for Change model states
    You can attach a process with defined conditions to the change model states to enable state transitions.
  • Create and propose a change template
    Create, customize, and then propose a change template for any change model to standardize common change requests so that users don't have to create them manually.

Parent Topic:Configuring Change Management

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