This documentation supports the 18.05 version of Change Management.

To view the latest version, select the version from the Product version menu.

Working on activities

This section describes the procedure to start working on activities defined for a release.

  1. Log in to the Release Management console.
  2. Select the activity from the Change Requests and Activities table.
  3. Click View. On the activity form, enter information in each of the tabs described in the following steps to move the activity forward.

    Tab nameAction
    Assignment

    Click the tab to review the assignment. If necessary, you can reassign the activity.

    For more information, see Accepting activity assignments.

    Work Info

    Click the tab to enter work information about the activity. You can track the activity's progress by recording the steps you took to implement it in the work history or attach a detailed Training Plan.

    For more information, see Entering activity work information.

    Tasks

    Click the tab to add tasks to the activity. For more information, see Creating activity task groups and tasks.

    Important: Tasks allow you to provide more granularity to the Activity if needed. You can assign specific tasks to specific task implementers. For example, if there are multiple people that need to train users in multiple locations, you can want to assign work to them using tasks. You can create activities with related tasks at each release milestone. Tasks have their own independent lifecycle and continue on their own path. You might decide to complete the training materials tasks during the Planning milestone, but complete training tasks during Deployment. 

    FinancialsClick the tab to add budget and actual costs of the activity. For more information, see Planning financial information for activities.
    Dates

    Click the tab to add start and end dates. For more information, see Planning activity dates.

    Important: When you start working on an activity, you should enter the Scheduled Start Date and Scheduled End Date.

    Important

    As you work the activities, you can add the costs associated to each activity in each activity record that is part of the Release Request. The release activity can be in any status except Closed or Completed.

  4. If there is no need to update information, move the status to In Progress and save your work.
    • If you need to temporarily stop work on the activity, you can move the activity to the Pending status.
    • If you must cancel the activity, you can move it to the Cancelled status. This is a terminal status for the activity. All open tasks are marked as Closed.
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