Creating a new job plan

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If there is no existing job plan that fits the needs of a release, you can create a new job plan and apply it to the release. When you apply a new job plan, the release Plans view is populated with any nested job plans that are contained in the selected job plan, along with all of the defined tasks.

About this task

You can examine the details of existing job plans by opening the Job Plans application (Open menu > Planning > Job Plans) and selecting job plans from the Job Plans list. Release-related job plans begin with the letters PMREL. The PMRELEASE job plan is a comprehensive job plan that supports the basic release process; this job plan is provided with the shipped product.

You can create as many job plans as are needed to support the kinds of releases that occur in your data center. For example, you might want to create a job plan for releases that are urgent, but minor, such as a release that applies a small security patch to a set of computers. Such a release might require a job plan in which communication and approval steps are scheduled after the patch is rolled out. For major rollouts that have a significant impact on the IT infrastructure, you can create a job plan that contains many approval steps throughout the process.

This task describes creating a job plan from within a particular release. After you create and apply the job plan, the plan is available for future releases as well. You can create job plans either from within a release or by going directly to the Job Plans application without first opening a release.

To create a new job plan for a release, perform the following steps:

Procedure

  1. Open the release that requires the job plan, and open the Plans tab.
  2. In the Job Plan field, select Go To Job Plans. The Job Plans application opens.
  3. Click New icon to create a new job plan.
  4. In the Job Plan field, type a name for your new job plan.
  5. Type RELEASE in the Default WO Class field.
  6. Select Process from the Template Type menu.
  7. Check Flow Controlled.
  8. Click New Row to create a new row for the first task in the job plan and to display fields in which to enter task information.
  9. Enter a task description, type a number for the Sequence, and select an owner.
  10. Fill in other task information that you want to define at this time. For example, you can create task classifications, many of which bring additional information into a task; apply an assisted workflow to a task; or create automated tasks. For more information, see Creating tasks.
  11. Repeat the preceding two steps for each task in the new job plan. You can specify successive sequence numbers and select the previous task as the Predecessor task; you can also define two tasks to execute in parallel, with the third task waiting for the parallel tasks to complete.
  12. To change the Job Plan status to Active, select the Change Status action, select Active from the New Status menu, and click OK.
  13. Click Save icon to save the Job Plan record.
  14. To apply the newly created job plan to your Release, see Applying an existing job plan.