This documentation supports the 9.1 version of Change Management.

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

Relating predefined task group or task templates to a change request

You can relate a predefined task or task group template to the change request. The Calbro Services sample data includes a best practice task group and task templates that you can use.

Recommendation

In addition, special templates were created for the integration with BMC Configuration Automation for Clients (previously known as BMC Configuration Management). Other templates might have been added by your application administrator.

To add predefined task group and task templates to a change

  1. Open the change request.
  2. Click the Tasks tab.
  3. Select Task Group Template or Task Template from the Request Type field, and then click Relate.
  4. All template types for all categories are listed in the Select Template dialog box.

    Perform one of the following actions:

    • (8.1.01 and later) From the hierarchical list of tasks in the Select Template dialog box, select the appropriate template for the task you are adding, and then click Relate.
      • To expand a category in the hierarchy, click the arrow beside the category name. 
      • The list of templates that you see on the right side of the Select Template dialog box represents all of the templates that are associated with the category that you selected on the left side of the dialog box. For example, if you select Change Management System (the default top level category for Change Management), then the system shows all of the Change Management task templates in the list. If you highlight a second level category, then the list on the right side of the dialog box shows all of the templates available under that level, and so on.
    • (8.1.00) Select Task Group Template or Task Template from the Request Type field, and then click Relate.
      All template types for all categories are listed in the Select Template dialog box.
  5. (Optional) You can filter the list by selecting the type or category, or both, of the template. To filter the list:
    1. Select the type of template:
      • With task group templates, select Standard or Sequencing.
      • With task templates, select Manual, Automatic, or ALL.
    2. (Optional) From the Category list, select which application the task belongs to, for example, Change Management System.
      The available task groups or tasks for that selection appear in the list. The categorization of the change request determines which list items appear.
  6. (Optional) Click View to see more details about the task group or task template.
  7. If a relevant task set appears on the list to include with the change request, select it, and then click Relate.
  8. Define a numerical sequence of the tasks, as described in Sequence number in task groups and tasks.
  9. When you finish adding templates, save the change request.

To enable all the task templates for Change-Initiated job

You can select a task template specific to Change-Initiated Job use case. In the Select Template dialogue box, you must enable the following criteria: 

  • Type as Automatic
  • Automatic Command as Scheduled Job


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