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This documentation supports the 19.08 version of Change Management.

To view an earlier version, select the version from the Product version menu.

Creating a basic task group template

You create basic task group templates from the Application Administration console.

This procedure assumes you already created variable and task templates to include in your basic task group template. For more information, see the following topics:

To create a basic task group template

  1. On the IT Home page, click the Application Administration Console link.
  2. On the Application Administration Console, click the Custom Configuration tab.
  3. From the Application Settings list, choose Task Management System > Task Configuration > Task Group Template, and then click Open.
  4. On the Task Group Template form, select Sequencing as the type of task group template.
    This type of task group template contains task templates and task group templates where the sequence can be changed by users during the execution stage at runtime.

    Note

    If you select the Sequencing (Basic) type of task group templates, the Flow and Operations tabs do not appear on the Task Group Template form. Data that is not relevant for the Sequencing (Basic) type is cleared from the form.

  5. In the required task group template fields, enter a name, a summary, and a company.
  6. In the Category field, select the application to which this task group template belongs; for example, BMC Change Management. If you are creating a parent object, you must create a configuration record. For more information, see Configuring integrations.

  7. Categorize the template as follows:

    1. From the the Template Category Tier 1 menu, select the category.

      The content of the menu associated with Template Category Tier 1 corresponds to installed BMC Remedy IT Service Management applications for which you can create tasks. It is populated by the active records on the Integration Configuration form. For information about integrations, see Configuring integrations.

      You can categorize group templates under a three-tier hierarchy. The tiers help you to organize related templates. The Tier 1 categorization is mandatory.

    2. (Optional) Create or select the Template Category Tier 2 categorization:

      • To create the Template Category Tier 2 category, type the category name in the Template Category Tier 2 field. When you save the template, the category name is also saved and added to the field's selection list, where it is available for selection when you create the next template.

      • To select the Template Category Tier 2 categorization (only available if you previously created a Template Tier 2 category), click the Template Category Tier 2 field menu and select the categorization.

    3. (Optional) Create or select the Template Category Tier 3 categorization. Use the same method as described for creating or selecting Template Category Tier 2.  

  8. On the Association tab, select the task templates and task group templates that your basic task group template should contain. 

  9. These task templates and task group templates are then associated with the basic task group template. At runtime, when a task group is generated, the associated task groups and tasks are generated to handle the change.
    As shown in Creating associations, you can add tasks to the list of current associations. You can then click the up or down arrows to order the task sequence (for example, 1, 2, 3, and so on). If you do not order the task sequence (for example, their default sequence is 1, 1, 1, and so on), users can fulfill them in any order. For more information, see Creating associations.

    Defining the sequences of tasks in the task group template

  10. Click the Input and Output tabs and add variable mappings.
    Variable mappings enable data to be passed in to and out of fields when the task group is executed. To define variable mappings, you map an existing variable to or from a field. For more information, see:
  11. (Optional) Click the Completion tab.
    By default, a task group is considered complete when all the task groups or tasks that it contains have run. When a task group is complete, its status is evaluated. This status can be either Success or Failed. By default, the task group is considered successful when all the task groups or tasks that it contains have a status of Success. If any do not have a status of Success, the task group has a status of Failed or Canceled. For more information, see Defining Done and Success qualifications.
  12. Click Save.
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