ZEBSOFT VIDEO TRAINING
Change management escalation
02:27 · English · Anonymised demonstration · Transcript below
What this training covers
Follow Actions → Suggest change into Change management under Continuous improvement. Plan the change, evaluate the proposal, connect supporting information and risks, assign investigation work and complete the post-change review.
- Describe the reason, benefit and resources
- Evaluate the proposal and related risks
- Assign investigation tasks and review the change
The examples show a training environment. Available options depend on your configuration and access.
Video chapter guide
- 00:00 — Start with Actions: Actions → Suggest change
- 00:13 — Describe the proposed change: Suggested change, reason, requested by and owner
- 00:27 — Plan the work: Evidence, resources and communication
- 00:40 — Evaluate the proposal: Summary of findings, consideration and result
- 00:52 — Set the outcome and review: Target date, status, post-change review and related risks
- 01:09 — Connect supporting information: Associated records, internal documents and contingency plans
- 01:25 — Manage change requests: Continuous improvement → Change management
- 01:40 — Plan the investigation: Edit → Evaluation → Investigation
- 01:53 — Assign investigation work: Add task/action → assignee, dates, priority and instructions
- 02:10 — Review the change: Check progress, supporting information and the outcome
Video transcript
The Actions menu lets users raise feedback, highlight a risk or suggest a change. These entries feed the corresponding management sections. Choose Suggest change to put an improvement forward for consideration.
On the Request tab, describe the proposed change and explain why it is needed. Check the date and requested by field. Select the owner who will take responsibility for the change, and explain the expected benefit.
Add evidence or documentation to support the proposal. Identify the people, budget, equipment and time required. Explain who needs to know about the change, what they need to know and when they should be told.
Use Evaluation to summarise the findings, document the considerations and explain the result. Make the reasoning clear enough for the owner and reviewers to understand the decision and the work that follows.
Set a target date and keep the status current: New, Reviewed, Adopted or Not adopted. Identify risks the change may affect or be affected by. After implementation, use Post-change review to explain whether the change achieved its intended outcome.
On Links, choose an association type, select the relevant entry and press Add. Connect supporting internal documents and contingency plans, and upload relevant photographs or files. Check the information and save the change request.
Managers open Change management under Continuous improvement. The register brings requests together with their owners and status. Use the summary cards, search and filters to locate a request, then open it to review the details.
To plan an investigation, edit the saved change and open Evaluation. Choose an investigation workflow and save before starting it. Save a new request before adding investigation tasks.
Use Add task or action to assign investigation work. Enter a clear title, select the assignee and set dates, a reminder and priority. Describe what is required. Creating the task notifies the assigned person and adds the work to their task list.
Return to the change request to review responsibility and investigation progress. Keep the evaluation and status up to date as the work develops. After implementation, complete the post-change review and identify any further action needed.