SummitAI Service Management Help
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What are Task Templates?
You can predefine the Tasks to be created for CR based on certain criteria (Owner Workgroup, Change Type, Category and Change Category). If Owner Workgroup, Change Type, Category and Change Category as specified in Task Template Configuration match with newly created Change Record, Tasks are created automatically and appears in DRAFT mode under the Relationship tab of the Change Record.
You can configure, modify and remove Task Template. Task can be of three types: Implementation, Post Implementation, and Rollback.
- If Implementation Task is successful, Post Implementation Task is initiated and Rollback is cancelled.
- If failure occurs in the Implementation Task, Rollback Task is Initiated and Post Implementation is cancelled.
Sequence of the Task can also be predefined using the dependency. You can also create new Draft Task on the CHANGE RECORD DETAILS page. For more information, see Creating Tasks for Change Records.
To configure Task Template:
- Select Change > Configuration > Task Template > ADD NEW. The TASK TEMPLATE page is displayed.
- On the TASK TEMPLATE page, select the Tenant and fill in the other required details at left pane.
- Under the CRITERIA and DETAILS section, fill in the other required fields . For more information about the fields on the TASK TEMPLATE creation page, see Field Description.
- Click SUBMIT. A new Task Template is created.
Figure: TASK TEMPLATE page
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Field Description
The following table describes the fields on the Task Template page.
Field | Description |
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Tenant | Select the Tenant from the list. |
Task Name | Specify the Task Name. |
Task Type | Select the type (Implementation, Post Implementation, Rollback) of the task from the drop-down list.
Note: If Implementation Task is successful, Post Implementation Task is initiated and Rollback is cancelled. If failure occur in the Implementation Task, Rollback Task is Initiated and Post Implementation is cancelled. |
Information | Specify the required information of the Task. |
Description | Type in the brief description of the Task. |
Active | If selected, the Task Template configuration becomes active. |
CRITERIA | |
Owner Workgroup | Select a Workgroup from the list to indicate as an Owner Workgroup for this Template. |
Change Type | Select the Change Type from the list: Standard, Normal, Emergency, andExpedited |
Change Category | Click the search icon and select the Change Category of the Task. |
Category | Select the Category from the Category list: Small, Medium, andLarge |
DETAILS | |
CLASSIFICATION | |
Urgency | Select the Urgency level from the list to indicate the Urgency level for the Task. |
Impact | Select the Impact from the list to indicate the Impact of the Task. |
ASSIGNMENTS | |
Assigned Workgroup | Select the Workgroup you want to assign the Task Template. |
Assigned Analyst | Select the name of the Analyst to assign the Task Template. |
Task Effort(In Days) | Specify the duration of the Task in days. |
Task ID | Select the Task ID of the Child Task.
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Dependency | Select the dependency from the list.
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TASK ACTIVATION NOTIFICATION | |
To | Specify the recipient e-mail id to send notification mails. You can add more then one recipient e-mail ids separated by comma.
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Subject | Specify the Subject of the notification e-mail. If Subject is not Specified, notification e-mail is sent with the default Subject format.
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Body | Specify the Body content of the notification e-mail. If Body content is not specified, notification e-mail is sent with the default Body format as displayed in the screenshot. |
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the TASK TEMPLATE page.
SHOW LIST
Click SHOW LIST to display the LIST showing all the configured Task Template for the specified filters criteria.
Figure: Task Template: List page
Task Template ID column in the LIST table displays the ID associated with every configuration.
- To edit a Task Template, select the Name of the template. Make appropriate changes and click SUBMIT.
- To display the inactive Task Templates, click the Include Inactive check box.
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When the configured Task Templates are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Task Template. |
Filters
Click Filters icon and fill in the details on the FILTERS pop-up page. Click SUBMIT. The List of Task Templates appears according to the criteria as shown in above image (Figure: Task Template: List page).
Figure: Task Template: FILTERS pop-up page
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