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Service Requests and Standard Changes

Paul recently asked a question about Service Requests:

Hello, when browsing the topic of Service Requests, I visited your site where a question was answered on the differences and similarities of Service Requests and Standard Changes. I was intrigued by the following passage:
It is important to note that not all Service Requests are Standard Changes. Service Requests can include questions, queries, complaints, and compliments. Similarly, not all Standard Changes are Service Requests. Standard Changes can include batch jobs, patches, and other low-risk changes that are not 'requestable' by the user. Any Service Request or Standard Change that presents a higher risk may require reassessment and reclassification by Change Enablement.
I am trying to think of a term that would differentiate one from the other. Considering that there are Service Requests that may invoke a Standard Change, I see two possibilities: it may be a Standard Change that can be requested by any end-user or a Standard Change that would need at least one approval (to verify the requestor's authority, for example, by a functional support team, in delegation of the CAB). I've heard companies calling the first sort "Model Change Requests" and the second sort "Standard Changes." Is there a standard nomenclature that would express the difference between the one and the other, and if not, have you heard of usable common practices for this distinction?

Thank you for sharing your thoughts,

Paul M.
Thanks for the insightful question. Perhaps another perspective on the situation might be helpful.

One way to think of the relationship between Service Requests and Standard Changes is from the perspective of the person actually performing the work. If I can perform the work myself (e.g., because it is operational in nature and I have permission, authority, skills, access, etc.), then I will be performing a Standard Change. If I must ask someone else to perform the work on my behalf (because I do not have the permission, authority, or skills), then I will be acting as a user and open a Service Request. In the background, nearly every Service Request that requires some kind of change action to be performed would technically need a Standard Change. For example, I need access to an application (Service Request), but you grant the access (Standard Change). Creating both mechanisms to perform one action is bureaucratic, so simply count your Service Request form as a type of Standard Change Request.

I am not aware of any official nomenclature other than Standard Change or Service Request. The aim is to identify the types of low-risk, pre-authorized changes that could be done by an authorized, skilled person and designate those as Standard Changes. Ensure these changes are well understood and documented, and that the procedure for making these changes undergoes a full risk assessment and authorization.  Perhaps you call these 'operational standard changes'.  Then identify those standard changes that someone would need to request from an authorized, skilled person and designate those as Service Requests. Perhaps you call these 'requestable standard changes'. 

One last consideration might be how you want to publicize and trigger these activities.  Service Requests are typically made available to users via a Request Catalog, which is a view of the greater Service Catalog.  'Operational' standard changes typically are not.  They simply represent a way for authorized individuals to handle their work.  

Models, which represent a repeatable way of performing a particular type of work, can be used in either case to optimize the handling of the work and then automate it where possible.  

A key is to be consistent in your approach to applying these concepts.  As new situations arise, use agreed-upon criteria (such as what's described in this and our previous article) to determine which practice best represents the nature of the work and then manage the work using that practice from that point forward.

I hope this helps!

In ITIL 4, the relationship between Service Requests and Standard Changes is explored in the following classes:

ITIL 4 Foundation: Provides an overview of key concepts, including the definition and management of Service Requests and Standard Changes within the Service Value System.

ITIL 4 Specialist: Create, Deliver, and Support: Explores in detail the practices related to service management, including handling and processing Service Requests and Standard Changes, and how they support service delivery and support.

ITIL 4 Specialist: Drive Stakeholder Value: Covers the management of stakeholder interactions and the role of Service Requests and Standard Changes in meeting stakeholder needs and expectations.

ITIL 4 Specialist: Monitor, Support, and Fulfil: Covers the key concepts of 5 ITIL Practices: Incident Management, Service Desk, Service Request Management, Monitoring and Event Management, and Problem Management.

Comments

Unknown said…
Dear professor,

Thanks a lot for your answer: it shows that, despite the difference in native language (English versus Dutch), we do speak the same language when it comes to Service Management principles.

I understand the position you describe, and yes, if we were to take the view of a Service Request triggering a Standard Change, that we would be formalizing one bridge too far. Still, in the heart of it, this is what I want to avoid by creating two classes of Standard Changes that are invoked by a request from a stakeholder in the business process (be it IT or Business): one Standard Change for your every-day stuff, like creating access to a business application or resetting a print queue, that can be requested by anyone (from end-user to IT Specialist); another Standard Change that is in its essence a Standard Change (pre-approved, low-risk, known cost, etc.) but does need some sort of formal approvement (e.g. a request for client copy in SAP). Mind you, I'm well aware of the fact that my second example might be considered a full Change in some organizations, which should in that case follow the Change process rather than the Request Fulfillment process. Nonetheless, these are two examples that I come across in my current assignement.

From an organizational perspective, we are ready to handle this: the "to-be-approved" Standard Change is initially assigned to a functional support team that, by delegated responsibility of the CAB, can assess whether or not such a request is justified or should be allowed. The "no-need-for-approval-because-it-has-already-been-given-by-the-CAB" Standard Change will be directly assigned to the support team that has to fulfill the actual request (the team that effectively does the work).

The only thing that now really lacks, is a destinctive name, to separate the one from the other, while still obiding by the principles set out by ITIL.

So maybe, all in all, this might be more a challange on creativity, rahter than a discussion on applying ITIL principles to processes.

Needless to say I would still highly value your professional creativity ;-)

Thanks again for thinking along!

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