Guidelines: Important Decisions in Configuration & Change Management
Topics
Decide How to Perform the
Workflow 
The following decisions should be made regarding the Configuration & Change Management workflow:
- Decide how to perform the workflow by looking at the Configuration & Change Management: Workflow Details. Study the diagram with its guard conditions, and the guidelines below. Decide which workflow details to perform and in which order.
- Decide which parts of the Configuration & Change Management workflow to perform. For example, the Workflow Detail: Manage Change Requests is performed only if you are going to manage the change requests in a systematic way.
- Decide when, during the project lifecycle, to introduce each part of the workflow. More information can be found Configuration & Change Management: Workflow Details.
Document the decisions in the section "Core Workflows / Configuration & Change Management / Workflow", in the Development Case.
Decide How to Use Artifacts
Decide which artifacts to use and how to use each of them. The table below describes those artifacts you must have and those used in some cases. For more detailed information on how to tailor each artifact, and a discussion of the advantages and disadvantages of that specific artifact, read the section titled "Tailoring" for each artifact.
For each artifact, decide how the artifact should be used: Must have, Should have, Could have or Won't have. For more details, see the Guidelines: Classifying Artifacts.
| Artifact | Brief Tailoring Comments (see the artifact for details) |
| Change Request | Should have. Use this to track all types of requests for changes. |
| Configuration Audit Findings | Could have. |
| Configuration Management Plan | Could have. Use this if needed. |
| Project Repository | Must have. This is where you put all the project artifacts. |
| Workspace | Must have. |
Tailor each artifact by performing the steps described in Activity:
Develop Development Case, under the heading "Tailor Artifacts per
Workflow".
