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            Perform Change Risk Assessment for IT Services

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            Perform Change Risk Assessment for IT Services

            Conduct a risk assessment to understand the potential impact of a change before you implement it.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

            Let's take an example of John, an IT fulfiller at Cumulus Bank who wants to calculate the Risk Score and Risk Level for his change request. He wants to let the stakeholders know whether the change request can be implemented or not based on the risk score.

            Change Request Details
            field example value
            Change Request Number CHG-000000016
            Status New
            Priority Critical
            risk evaluation in change management

            John clicks Start to start the Risk Evaluation. He provides the answers to the questions on the next screen.

            risk questionnaire

            He then clicks Next and answers the next set of questions.

            risk questionnaire

            He then clicks Finish and gets a Risk Score of 64 which is low.

            risk score

            Since the Risk Score is low, John can let the stakeholders know that the change is low-risk and ready for implementation, and can be deployed in the upcoming release.

             
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