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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Using Operational Technology Change Management

After you complete all required set-up tasks for the Operational Technology Change Management application, you can begin managing Operational Technology (OT) change requests.

  • Create a change request
    Create an Operational Technology (OT) change request to report a change in your site.
  • Create a change task to fulfill a change request
    Create a change task to fulfill an Operational Technology (OT) change request. Change tasks help to capture all the tasks that need to take place during a change request.
  • Create a change request from OT device details
    Create an Operational Technology (OT) change request from an OT device record. Creating a change request from a device record automatically populates the information in your change request record, such as the site or business service and the OT Device field.
  • Create a change request from a remediation task
    Create an Operational Technology (OT) change request from an OT remediation task. Creating a change request from a remediation task automatically populates the information in your change request record, such as the Site and the OT Device fields.
  • Create a change request from an incident record
    Create an Operational Technology (OT) change request from an OT incident record. By creating a change request directly from an incident record, the data is automatically mapped to the new change request from the incident record.
  • Edit the related devices and equipment model entities in a change record
    Add or remove the related Operational Technology (OT) devices and equipment model entities directly from an OT change record. You can track the relationship between the change request and its affected items.
  • Operational Technology change approval
    The Operational Technology (OT) change approval lets reviewers approve your requested changes and suggest improvements as necessary.
  • Managing change requests across sites
    You can view, create, or edit the change requests that belong to your site or other sites by using the Operational Technology Change Management application. By viewing the change requests from other sites, you can implement similar changes at your site.
  • Visibility of change model records across sites
    Depending on your Operational Technology (OT) change role and site role, you can view, create, or edit the change model record for your site or other sites.
  • Change email notifications
    Use email notifications to alert users when an Operational Technology (OT) change request or a change task is updated.

Parent Topic:Operational Technology Change Management