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Modifying Change Request Settings

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There are two aspects to modifying change request settings. You can modify the baseline Default Issue Settings that are selected when you create a change management system (CMS) integration. You can also modify the settings in an Idle Resources or Right Sizing policy that are related to change management.

Part of the CMS integration setup includes selecting default settings for change requests. Optimize imports the fields available in your CMS. You select from those fields when choosing the default settings. The fields available for selection vary with each customer's CMS configuration. You can modify the available default fields at any time by adding items to or deleting items from the integration's Default Issue Settings list.

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After you select the Default Issue Settings fields, those fields are made available in a section of the Optimize policy form. When configuring an Idle Resources or Right Sizing policy, you can choose to enable or disable the change request feature. If you enable change requests, you then have the option of using the Default Issue Settings or modifying the default fields.

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screenshot of Jira change management section of the idle resources policy

There are two places in the UI from which you can configure policies. From Cost Saving Opportunities, you can click a policy badge in the Idle Resources or Right Sizing details tables. A policy configuration form displays, from which you can modify the policy. The settings for Change Requests are located on the policy's General Parameters tab.

From Settings>Policies, an administrator can also create or edit Right Sizing and Idle Resources policies.