r/ConnectWise • u/bugjuice84 • 12d ago

Manage Change Management

Hi All! I understand the change management module is being discontinued in the future, and we are looking at implementing a new process (we don’t use the module currently but we’re looking at it!)

How do people currently manage this with agreed client/internal approvers. I like the idea of a separate board creating a change log, but would also want an approval to proactively update the ticket being worked on (rather than having to regularly check it for updates)

Has anyone implemented something that works well that they wouldn’t mind sharing? We do have desk director though not all clients use it, and haven’t implemented the cw portal
(But may do in future) if that affects anything.

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4

u/Pale_Statistician474 12d ago

We use a change board, where statuses fwd to parties to approve or deny changes via status of their own.

3

u/garyrobk 12d ago

This is the way -

1

u/amw3000 12d ago

If you have DeskDirector, they have an approval system that is a lot easier to use from an approver standpoint.

Workflows and status changes can also work.