Creating additional implementation tasks

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After the assessment is complete, the Change Owner consults the implementation notes that were provided by the assessors and creates any additional implementation tasks that are needed for the Change. Tasks that are created during this step supplement those that are already in the job plan.

About this task

Implementation tasks and associated CI targets must be created to translate the requirements that were identified during an assessment, and captured in the implementation notes, into concrete process tasks. The implementation notes are displayed in the Assessments tab.

You create one or more tasks in response to each of the implementation notes. Follow these steps to create a new implementation task that is required for the Change:

Procedure

  1. Open the Schedule tab in the Change for which you are creating the tasks. Implementation tasks that were brought in by a job plan are displayed in the Tasks for Change section.
  2. Click New Task in the Tasks for Change section.
    Note: When you click New Task, the Job Plan field is grayed out. You cannot select a job plan for a Change if you have manually added one or more implementation tasks to the Change. If you click New Task accidentally and want to select a new job plan, you must save the Change, delete the new task, and save the Change again to obtain a selectable Job Plan field.
  3. Assign a classification in the Classification field. Depending on the classification that you specify, additional attributes might be brought into the task.
  4. Specify information for any additional attributes that were brought into the task by the classification you specified.
  5. Ensure that Implementation tasks is selected, because the tasks that you are creating involve CIs as sources or targets.
  6. Fill in other fields in the section as needed to define the task you are creating, and click Save icon to save the task.
  7. After you have created all of the needed implementation tasks, assign target CIs and assets for each task. To add targets to an implementation task, perform the following steps:
    1. Open a task in the Implementation Tasks for Change section, and in the Task Targets section, click Select, and select one of the following options for selecting targets:
      • Select Assets — Select if you want to choose from a list of assets that are defined in your environment.
      • Select CIs — Select if you want to choose from a list of CIs that are defined in your environment.
      • From Collections — Select if you want to add one or more assets, locations, or CIs to the task.
      • From Hierarchies and Relationships — Select if you want to add one or more assets, locations, or CIs to the task. You can search among Change records for your selections.