Configure Workplan

What is Workplan Configuration?

Configuring a Workplan is defining a Workplan with set of Tasks for systematic execution of a CR through an automated process. The purpose of configuring a Workplan is to map the defined Tasks to create a CR automatically when the SR is logged by the end user.

Configure Workplan

Workplan is configured at the Tenant level. The admin can configure set of Task Templates under Workplan, the defined Task Templates is used for successful execution of CR upon mapping.

To configure a Workplan, perform the following the steps:

1. Navigate to Change > Configuration > Workplan.
   
   
   Figure: Workplan Navigation
   
   
2. Select Tenant.
   List of Workplans are displayed.
   
   
   Figure: Workplan List
   
   

3. Click ADD NEW from the ACTIONS panel.
   Workplan is created for the selected Tenant by providing a unique Workplan Name.
   
   
   Figure: Workplan Configuration
   
   

   Note:

   A newly configured Workplan will be always Active by default, this is controlled from the Active checkbox.

4. Click ADD TASK.
   Task Template pop-up window is displayed.
   
   
   Figure: Task Template
   
   

   Field	Description
   Tenant	Specifies the Tenant name for which the Task Template is configured.
   Task Name	Specifies the Task Name.
   Task Type	Specifies the Task Type which allows the admin to select from the following options: Implementation:  Post Implementation  Roll Back
   Information	Provides more details and the purpose of the Task Template.
   Description	Describes about the Task Template.
   Active	Specifies if the Task Template is Active.
   DETAILS
   1. Classification	Specifies Urgency and Impact of the Task.
   2. Assignments	Specifies the Workgroup and the Analyst name to which the Task belongs.
   3. Task Activation Notification	Mentions the recipient Email IDs to whom the Notification will be sent upon Task Activation.
   4. Notification Email Details	Describes the Subject and the Body of the Email which is sent as a Notification.

5. Click SUBMIT.
   
   

6. Configure Workplan by setting Task rules.
   
   
   Figure: Workplan configuration
   
   

   Field	Description
   ID	Specifies the Task ID number.
   Task Name	Specifies the Task Name.
   Description	Describes about the Task Template.
   Task Type	Specifies the Type of Task which provides the information about the execution of Task Template.
   Workgroup	Specifies the name of Workgroup to which the Task belongs.
   Active	Indicates if the Task is Active.
   Create Incident on Task	Provides a dropdown list to select an option for creating an Incident. Note: Using this option an Incident can be auto created for a Task, upon selecting an option to create an Incident on Task from the dropdown list subsequent columns are enabled for configuration.
   Task Status to trigger Incident	Provides a dropdown list of Task Status for which the Incident must be created.
   Rule	Provides a dropdown list of Rule Templates for selection. Icon Action Description Edit  Indicates the selected Rule can be edited. Add Indicates that a new Rule can be created.  Click here to view Rule Configuration... To configure Rule Template from Incident Module, perform the following steps: 1. Navigate to Incident > Others > Rules. 2. Enter the required details and click SUBMIT. Figure: Rule Template Refresh Indicates that the Rule list on the dropdown can be Refreshed.

   
   

   Note:

   Upon selecting No as an option for Create Incident on Task, subsequent dropdown lists are disabled.

7. Click SUBMIT.
   
   

8. Click SHOW LIST from the ACTIONS panel.
   List of configured Workplans are displayed.
   
   

The Workplan that has been configured can be mapped to a CR on the Workplan Mapping Page, refer to Workplan Mapping.