# How-to-create-a-change-request-in-SM9_693603362
This guide introduce how to create a change request in SM9.

#### Step 1: Log into SM9

1. Log into SM9 with your OT credential( short name for login name)
	[https://sm.opentext.com/sm/index.do](https://sm.opentext.com/sm/index.do)

#### Step 2: Copy a change

1. Search an existing change(e.g. C2144659 EU3/US7 25.1.2 Upgrade).  
	  
	![](attachments/693603362/693603384.png)

2\. In the details page of above change,click 'Copy Record'.  
  
![](attachments/693603362/693603398.png)

#### Step 3: Fill out the details of new change

1. New change is now in "Change Logging" phase,fill in all the fields marked with and asterish(\*). Please also input the required entities which is highlighted in red box.  
	  
	![](attachments/693603362/693603814.png)  
	  
	![](attachments/693603362/693603838.png)
2. Under Change Details,fill out 'Technical Plans and Concurrences', 'Testing', 'Risk Calcualtor'.  
	  
	![](attachments/693603362/693603902.png)  
	  
	You can put the change ID for Trail farm in the pre-prod CR number.  
	  
	![](attachments/693603362/693603944.png)  
	  
	After you fill out the Risk Calculator,click "Click Here to Calculate Before Saving".  
	  
	![](attachments/693603362/693603930.png)
3. Save the change
4. In the Activities, fill 'Update Type' and "Update Comments" and click 'Close Phase'. This will move change to "Change Assessment & Planning" Phase.  
	  
	![](attachments/693603362/693603960.png)
5. Again,In the Activities, fill 'Update Type' and "Update Comments" and click 'Close Phase'. This will move change to "Change Review" Phase.  
	  
	![](attachments/693603362/693603976.png)
6. In "Change Review" Phase, Under "Technical Plans and Concurrences",check the box "Expert Review Concurrence".  
	  
	![](attachments/693603362/693604015.png)  
	  
	In the Activities, fill 'Update Type' and "Update Comments" and click 'Save'. This will move change to "Prepare for Change Approval" Phase.  
	  
	![](attachments/693603362/693604011.png)  
	  
	7\. Inform Management team to approve this change.

#### Step 4: Close change

After the upgrade has been implemented, close the change in SM9 after change is successfully implemented.

Click 'Closing info' and input closing detail. Click 'Close Phase' to close the change.  
  
![](attachments/693603362/703391650.png)

## Attachments:

[image-2025-3-17\_13-35-28.png](attachments/693603362/693603384.png) (image/png)  
[image-2025-3-17\_13-40-12.png](attachments/693603362/693603398.png) (image/png)  
[image-2025-3-17\_15-15-7.png](attachments/693603362/693603805.png) (image/png)  
[image-2025-3-17\_15-16-15.png](attachments/693603362/693603814.png) (image/png)  
[image-2025-3-17\_15-19-28.png](attachments/693603362/693603838.png) (image/png)  
[image-2025-3-17\_15-37-29.png](attachments/693603362/693603902.png) (image/png)  
[image-2025-3-17\_15-40-39.png](attachments/693603362/693603916.png) (image/png)  
[image-2025-3-17\_15-45-1.png](attachments/693603362/693603930.png) (image/png)  
[image-2025-3-17\_15-49-25.png](attachments/693603362/693603944.png) (image/png)  
[image-2025-3-17\_15-51-15.png](attachments/693603362/693603950.png) (image/png)  
[image-2025-3-17\_15-53-58.png](attachments/693603362/693603960.png) (image/png)  
[image-2025-3-17\_15-58-47.png](attachments/693603362/693603968.png) (image/png)  
[image-2025-3-17\_16-0-41.png](attachments/693603362/693603976.png) (image/png)  
[image-2025-3-17\_16-3-18.png](attachments/693603362/693603982.png) (image/png)  
[image-2025-3-17\_16-6-35.png](attachments/693603362/693604011.png) (image/png)  
[image-2025-3-17\_16-7-37.png](attachments/693603362/693604015.png) (image/png)  
[image-2025-5-20\_16-43-1.png](attachments/693603362/703391633.png) (image/png)  
[image-2025-5-20\_16-44-49.png](attachments/693603362/703391642.png) (image/png)  
[image-2025-5-20\_16-46-0.png](attachments/693603362/703391650.png) (image/png)
