Define change tasks

If every change requires the same set of tasks to be completed and if change execution should be standardized, it is recommended to pre-define these tasks as part of the change approval template.

The Change Tasks Template tab enables you to define a list of activities to be accomplished as part of related change requests (CR) and change orders (CO) to save time when configuring these change processes. These tasks can be modified once copied to the respective change process. Specify the following information:

• ID - An alphanumeric value to identify the task.
• Depends On (Optional) - This column enables you to set up dependencies between tasks where one task cannot start until its dependent task is complete. This means you can determine the order in which tasks must be completed. This is why the ID is mandatory.
• Process - The type of change process this task is for (CRs or COs).
• Title - The name of the task to identify at a high level what the task is for.
• Description (Optional) - A longer description of what the task entails. This will be used by the task assignee to determine what they need to do.
• Priority (Optional) - The priority of the task. This can help the assignees prioritize their work.
• Assignee (Optional) - The person assigned to complete the task by default. It is not required as part of the template but will be required as part of the change process.
• Reviewer (Optional) - The person responsible for reviewing the completed efforts of the task. This means the task cannot be marked complete until the reviewer approves the task.
• Target Effort (Optional)- Enter a value in hours of the expected time it should take to complete the task.