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SummitAI Service Management Help
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You can create Tasks for Change Records (CRs) until the CR Status is changed to Initial Authorization. Only after a CR is authorized and approved, the Tasks are assigned to the associated Workgroup Analysts. Multiple Tasks can be created for a CR. You can also link multiple Tasks to each other with a Parent and Child relationship. Until all the Tasks are completed, the CR cannot be implemented.
To create Tasks for CRs:
- On the CHANGE RECORD ID page under the RELATIONSHIP tab, click the Create list and select Task.
- The TASK ID page is displayed. Type in the Symptom, Description, and upload any required attachments.
Figure: TASK DETAILS page - Type in the other required fields under the GENERAL and IMPLEMENTATION tabs. For more information about the fields under these tabs on the TASK DETAILS page, see Field Description.
- Click SUBMIT. A new Task is created, and it is displayed under the RELATIONSHIP tab of the CR for which it is created.
Field Description
This section describes the fields on the TASK DETAILS page.
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You can provide the general information about the Task, such as Urgency, Impact, Assigned Workgroup, solution, and task dependency under the GENERAL tab. Figure: GENERAL tab The following table describes the fields under the GENERAL tab:
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You can update the Task implementation details, such as implementation notes, Back-Out plan, and upload attachments under the IMPLEMENTATION tab. Figure: IMPLEMENTATION tab |
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the TASK DETAILS page.
TASK HISTORY
Click TASK HISTORY to view the task history details, such as column name, change date, changed by old and new values.
Figure: TASK DETAILS HISTORY pop-up page
PI REVIEW
Click PI REVIEW to type in the PI Review details, such as Planned PIR Date, Actual PIR Date, and Post Implementation Review details in the PI REVIEW pop-up page.
Figure: PI REVIEW pop-up page
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