Creating ad hoc tasks

Add hoc tasks are tasks that are not predefined by a task template and, therefore, must be created manually.

To create an ad hoc task

1. Open the incident request record and click the Tasks tab.
2. From the Request Type list, choose Ad hoc.
3. Click Relate.
   The Create Task form appears. Certain fields in the form are already filled in with the data for the incident.
4. In the upper region of the form, fill in the following required fields:
   • Name — Enter a descriptive name of the task.
   • Summary — Enter a brief description of the task.
     The Type field is set to Manual by default when you create an ad hoc task.
5. On the General tab, fill in information about the company.
   The Company field defaults to the contents of the Incident Location field in the Incident Request form. Your task can be assigned to an different department or a different company.
6. On the Requester tab, fill in information about the person creating the task (Requester) and the intended target of the task (Requested For).
   Some information is set by default from the Requested By information of the incident.
7. On the Categorization tab, fill in information about the product and operational categorizations.
8. In the Assignment/Dates tab, assign the task by completing the following fields:
   • Assignee Group — Optionally, select a task implementer group from the list. 
   •  Assignee — Optionally, select a task implementer from the list.
     The BMC Remedy Assignment Engine automatically assigns the task when the task is created according to how the administrator has configured Incident Management, but you can override this if necessary. For more information about assignment configuration, see Configuring assignments.
   • Scheduled Start Date — Optionally, enter an estimated start date.
   • Scheduled End Date — Optionally, enter an estimated end date.
     You can set the Start Date and End Date to be different from the dates of the parent incident.
9. On the Relationships tab, search for and then relate configuration items that are needed with this task.
   You can perform quick actions that are with the task, for example, get related relationships.
10. When you finish creating the task, click Save.
    The task information form closes and returns you to the Incident Request form. The task management subsystem enforces the dependencies between tasks. These relate to any Sequence order you might have specified in the Incident Request form.
11. Click Save on the Incident Request form.