Adding tasks to work orders
You can relate a predefined task or task group template to the work order. You can also add an ad hoc task to the work order. You can manually set the assignment for any task.
Task and task group templates
If BMC Helix ITSM: Change Management is installed, the following predefined task group and task templates are included. You can use these templates for installing or deploying software and verifying task completion.
Template | Description |
|---|---|
Create and Modify Policy with Closed Loop Verification | You use this task group template when creating or modifying a BMC Configuration Management based policy. This template automatically performs a closed loop verification to make sure that the task was executed properly.
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Closed Loop Verification (automatic) | Automatic task that calls BMC Configuration Management Policy Manager to set up compliance parameters for closed loop verification. It verifies the task automatically against compliance status. |
Create and Modify Policy | Manual task that creates or modifies a policy that uses the Policy Manager. |
Deploy Package | Manual task that deploys a package that uses the BMC Configuration Management Deployment Manager. |
Execute Remote Command | Manual task that executes a remote command that uses the BMC Configuration Management Deployment Manager. |
Execute Remote Script | Manual task that executes a remote script that uses the BMC Configuration Management Deployment Manager. You use the Task Attachments table to define the remote scripts to be used. |
Verify Target Status | Manual task for manually verifying the status of a target against BMC Configuration Management. Use this task to verify that a specified target is in compliance with the policies to which the target is assigned. |
To relate predefined task group and task templates to a work order
- On the IT Home Page, select Service Request Management > Search Work Order, and click Search.
Select the work order, and click the Tasks tab.
- From the Request Type list, select Task Group Template or Task Template, and click Relate.
All template types for all categories are listed in the Select Template dialog box. You can filter the list by selecting the type and category of template. - (Optional) Filter the templates by performing the following steps:
- Select the type of template:
- With task group templates, select Standard or Sequencing.
- Sequencing — A basic task group template that contains task templates and task group templates, where users can change the sequence during the execution phase.
- Standard — An advanced task group template containing task templates and task group templates that execute in the flow defined by the task administrator.
- With task templates, select Manual, Automatic, or ALL.
For more information, see Task Management System architecture
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- (Optional) From the Category menu, select which application the task belongs to (for example, Task Management System).
The available task groups or tasks for that selection appear in the list. The categorization of the work order determines which list items appear. - (Optional) Select a task template or task group template, and click View to see more details about the task group or task template.
- If a relevant task set appears in the list to include with the work order, select it, and click Relate.
The dialog box closes and you are returned to the work order. - Repeat steps 3 through 6 for all templates to add to the work order.
The templates you selected appear in the Tasks and Task Groups list. If there are no templates listed, refresh the form. - Define a numerical sequence of the tasks, as described in Ordering, scheduling, and assigning tasks.
The task management subsystem enforces the dependencies between tasks. These relate to any sequence order you might have specified in the Work Order form. - Save the work order.
For additional information about searching for tasks assigned to you or your group, see Managing the assigned tasks.
To relate an ad hoc task to a work order
- On the IT Home Page, select Service Request Management > Search Work Order, and click Search.
Select the work order, and click the Tasks tab.
- In the Request Type field, select Ad hoc.
- Click Relate.
Some fields in the form already contain data for the work order. - In the upper area of the form, complete the following required fields:
- Name — Enter a descriptive name of the task.
- Summary — Enter a brief description of the task.
- On the General tab, complete information about the company.
By default, the Company field includes the information provided in the Location Information area on the Categorization tab of the Work Order form. Your task can be assigned to a different department or company. - On the Requester tab, complete 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 work order. - On the Categorization tab, complete information about the product and operational categorizations.
- (Optional) Schedule and assign the task, as explained in Ordering, scheduling, and assigning tasks.
- On the Relationships tab, search for, and relate configuration items, LDAP objects, and software library items that are needed with this task.
- To return to the Work Order form, click Save.
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