Task Phase Management

The Task Phase Management feature is designed for implementing phase-related task completion.

When you implement a change request, you might need to create and complete tasks related to the change during the stages that precede the Implementation stage. These tasks are generally research tasks that occur in preparation for the Implementation stage, but they often drive the implementation approval decisions or the scheduled dates. For example, such tasks might be identifying available space in the data center or researching the latest patch level and release date.

Task Phase Management is designed to resolve the requirement of phase-related task completion. If Task Phase Management is enabled for Change Management, you can define tasks that are mapped to a change request's status and status reason in various phases of the change request's life cycle. Tasks can be added to the change request at any state of the change request, including the Completed stage, but before the change request is closed.

Additionally, you can enforce closure of the tasks performed in each phase within a given application. If validation of tasks in a phase is enabled, you must close all tasks activated for that phase before you can move the change request to the next status. For example, you can configure Change Management so that a change request cannot move to the next status until all tasks activated during the Review phase have been closed.

If Task Phase Management is not enabled, tasks are activated according to their sequence in the Scheduled status of the change request.

You can enable task phases on the Change Configuration Rules form displayed when you select the Change Management > Advance Options > Rules. For more information, see Configuring change rules.

When Task Phase Management is enabled, the Phase field appears on the Change form above the Tasks and Task Groups table. The following table describes when the Phase field is visible or hidden on the Change form.

Phase field hidden or visible on Change form