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ITIL ALIGNED PSA SOFTWARE

Change Control Software

Change management aims to ensure that standardised methods and procedures are used for efficient handling of all changes. A change is an event that results in a new status of configuration items, is cost-effective, enhances business processes, with minimum risk to infrastructure.

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100,000+ people, from 40+ countries, trust HaloPSA to deliver their PSA software:

Halo is what the future looks like.
The main drawcard for us was that Halo looks fresh. While a lot of other PSA’s on the market are old & clunky looking. Support has been excellent and extremely responsive, something that can’t be said for other competitors on the market.

Clive Bell
Director

Change Control Ready PSA Software – out of the box.


HaloPSA has the capability to look after all of your different call types, and still follow the ITIL standard for service desks. This includes change management, where the change of something within your organisation needs deep thought, and thorough planning.

Change management begins with the initial request from an end-user or support person. The change request can come from an e-mail message, via the web portal interface or be entered on the new request entry screen in the main interface.

Change Management can involve small changes, to big projects that affect many different areas. Change requests have additional custom fields defining when the request needs to be done by. The request can then be put through different status values, by taking actions and routes you define. 

• Nominate multiple request types as ITIL Change Management requests and remain compliant.

• Specify default values i.e. categories, priorities, SLAs, and mailboxes at the request type level before request created.

• Set service level agreement timing parameters that differ from other request types as default settings.

• Track all activity on the change request, from occurrence to closure, with granular reporting.

• Attach multiple incidents to the change request, and update all from the change request in one click.

• Manually create incidents and attach to open change tickets straight away, or switch to change requests instead.

• Track the change request status throughout requests lifetime for auditing and quality ISO level purposes.

• Capture a justification plan, impact and risk level, description, and backout plan all in the one change management area.

• Set out plans for communications and test plans within each change request to track entire project from beginning to end.

• Share change request resolutions with your team and end-users through your Knowledge Base at the click of a button.

• Oversee change activity against assets, to improve on reliability of service and items, as separate change logs.

• Oversee activity against the change requests, and related incidents for easy management and ITIL compliance.

• Oversee all Change Requests from one view, with any information selected to display straight from the ticket.

• Endless reporting capabilities available on all data captured, in any way you like, when you need it.

Full Change Management planning and transparency


After a valid Justification of the change has been provided, the Impact of the change can be ascertained, and recorded, with a separate drop down menu to choose from, which can be customised, and reported upon. The important risks associated with the changes can be recorded in a similar fashion. Again, with its own customisable drop down menu to be reported on.

Plans can then be made for the change, and recorded, all in the same place for overview and transparency. The backout plan should the change cause business-impacting issues, the communication plan of how the project will be communicated to those involved, and/or impacted, and the full test plan of steps to ensure all is ok, once in place.

For change requests, the status is normally set to ‘Needs Approval’. When a “Change Manager” authorises this request, the status will change to ‘Approved’. After clearance of the change request, a “Change Log” entry is required to be made. 

At any point, a formal change log entry can be made. This records details of the change, and separates out the unimportant aspects of a request, from the Infrastructure affecting elements. This is especially important if affecting a specific asset. Support staff can view the changes made at a site, or by date in order to track down any likely causes of future problems. A list of recent changes can be quickly referred to when a problem arises.

Incident Management


Easily manage incidents and meet SLAs through HaloPSA’s ITIL-aligned incident management. Automation of workflows and centralising communications has never been easier.

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Problem Management


HaloPSA allows powerful management of any issue, escalate and manage ongoing problems, investigate root causes of issues, and achieve in-depth resolution to standards far higher than the industry norm.

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Change Control


Track, plan, and execute organisational changes of any scale with HaloPSA’s outstanding change control capability. Ensure deadlines are met and practices remain standardised throughout your entire company.

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Knowledge Management


Knowledge management is the process of capturing, developing, sharing, and effectively using organisational knowledge. It refers to a multi-disciplined approach to achieving organisational objectives by making the best use of knowledge.

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Request Fulfilment


Request fulfilment is the process responsible for managing the life cycle of all service requests from the users. It is the process for dealing with service requests, many of them are actually smaller, or low risk.

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Service Catalogue


ITIL Service Catalogue Management aims to ensure that a service catalogue is produced and maintained, containing accurate information on all operational services and those being prepared to be run operationally.

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Try HaloPSA now. Start your free trial today.

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The fast and simple way to manage your entire MSP business.

Extend HaloPSA with Apps

Connect HaloPSA with the tools you already use to have all your team’s work in one place.

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Easy setup and everything as standard. Learn more about HaloPSA.

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