This documentation supports the 9.1 version of Remedy IT Service Management Suite.

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

Loading phase and sequence for task and task group templates

Starting with version 9.1.04, for a task or a task group template that is associated with a change template, you can now enable phase management and sequencing, if required. If you load the task group templates by using Data Management, you can also define the sequence of tasks within a task group template.

Enabling the phase management and sequence for tasks in a change template

With the enhancements in the Change_Process_Setup.xlsm spreadsheet, you can perform the following operations for the task or task group template that is associated with a change template:

  • Relate the Review, Business Approval or Implementation phases to the task or task group template. 
  • Provide a sequence in which the task templates appear in a change form when you apply the change template.

For example, you have the following three task templates related to a change template.

  • Task template 1
  • Task template 2
  • Task template 3

You want to relate Task template 2 and Task template 3 to the Business Approval phase with the following sequence.

SequenceTask template
1Task template 3
2Task template 2

So, when you provide these values for a change template in the spreadsheet, and then create a change request by applying this change template, the Task Template tab on the change form displays the task or task group templates by relating them to the phase defined and in the sequence set in the spreadsheet. In this example, when the request moves to the Business Approval phase, Task template 3 will appear first followed by Task template 2. 

Note

If you do not provide a sequence for the tasks in the spreadsheet, the system sets the value of task sequence to 1.

To associate a phase and sequence to a task template and task group template in a change template

You can enter a set of values and load the data for a change template by using Data Management.

  1. Download the Change_Process_Setup.xlsm spreadsheet.
  2. On the TMS_LoadAssociationTemplate tab:
    1. In the Phase column, enter the phase to which you want to associate the task or task group template.
    2. Enter the numbers in the Sequence column to define the sequence for the task template, for example, 1, 2, 3, and so on. 

  3. Save and attach the spreadsheet to the Data Management job and run the job.

Enabling sequencing of tasks in the task group template

You can now provide a sequence to the tasks in a task group template by performing the following steps.

To define the sequence of the tasks in a task group template

  1. Download the Task_Process_Setup.xlsm spreadsheet.
  2. On theTMS_LoadAssociationTemplate tab, enter the numbers in the Sequence column to define the sequence for the task template, for example, 1, 2, 3, and so on. 

  3. Save and attach the spreadsheet to the Data Management job and run the job.

Related topics

Troubleshooting Data Management

Was this page helpful? Yes No Submitting... Thank you

Comments

  1. Lisa Singh

    This is very well done, using the steps and images in a sort of "recipe" is the best way to present config documentation.

    Nov 21, 2018 05:10