500-3 Workflow Template Management

-Get Started with the Basics

Workflow Template Management

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ASM Production - Admin, ASM System

Workflow Template Administration

Request Details

Request Title
	
Ref
USER DETAILS
			

User
	
Organization


Location
	
Telephone
TYPE AND PRIORITY
			

Type
	
Priority
Emergency
Significant
Minor


Risk
Unspecified
High
Medium
Low
Critical
	


Impact
Critical
High
Medium
Low
Unspecified
	

	
CHANGE SUMMARY
			

Description
full view
IMPACT AND RISK QUESTIONS *
			

Groups Involved *
2 (Internal and External)
1 (External Vendor)
>2
	

Level of Testing *
No Testing is Possible
Unit and Quality Tested in a Simulated Environment
Unit and Quality Tested in Live Environment - Replicated
	

Expected Service Outage *
No Outage
1-3 Hours - Off Peak
1 or more hours - During Business Hours
	

Risk
Unspecified
High
Medium
Low
Critical
	
ACTIONS & SOLUTIONS
			

Actions & Solutions
full view


 Self Service Portal
		
Action Type
Unspecified


		
			

Linked CIs
	
Linked Services
TasksManage CMDB TransactionsBudgetsDatesText
			

Request Tasks
	
Task No
	
Task Title
	
Authorized
	
Order
	
Active
	
Profile
	
Physical Status
	
Task Status
	
Priority
	
Forwarded To
	
Current Analyst
	
Current Group
	
Desc.
	
Target
	
Current Action
	
Ind
	
Task Entity
	
Phase
	15589	
Closure Task
		
1300
		
Closure
	
Forward Internally
	
Unspecified
	
Medium
	
(Change Manager)
	
	
Unspecified
	
Request has been rejected based on the information and recommendations provided by the CAB.
The Requestor has been advised of the decision.
Task to close the Request
	July 14, 2016 6:31 AM	
[Task Created]
	1	
Closure Task
	
Initiation

	15580	
Closure Task
		
0400
		
Closure
	
Forward Internally
	
Unspecified
	
Medium
	
(Change Manager)
	
	
Unspecified
	
Determination has been made that either the Change Request Standards was not met, or the Request should be routed through the Service Desk. Requestor has been advised of the rejection.
Close RFC using an appropriate closure profile. Provide details of non-compliance with the standard if appropriate.
	July 14, 2016 6:31 AM	
[Task Created]
	1	
Closure Task
	
Initiation

	15577	
Initial Review - Change Manager
		
0100
		
Change Manager Review
	
Forward Internally
	
Current
	
High
	
(Change Manager)
	
	
Unspecified
	
Review details of the RFC. 
Analyse the request with consideration given to the corporate CHANGE RELEASE STANDARDs. 
Consider if sufficient information has been provided in order for adequate planning and estimating, and priority (emergency, significant, minor), impact and urgency assignment. Complete a considered IMPACT ASSESSMENT.
This is an opportunity to identify requests that should be dealt with by the Service Desk, and the Incident/Problem management process.
The user requirements for the RFC may be negotiated at this point i.e. KPI and success measures. Updates to the REQUEST FOR CHANGE document, or RFC 'Description' field in vFire should be made when changes are agreed.
	July 14, 2016 6:31 AM	
[Task Created]
	1	
Release Management.
	
Initiation

	15578	
Does RFC meet requirements - Change Manager
		
0200
		
Managerial Approval
	
Forward Internally
	
Unspecified
	
Medium
	
(Change Manager)
	
	
Approval
	
Result of initial review.

The Priority set in the parent Request will route this workflow through either the Emergency Release process, the Significant Release process or the Minor Release process.

If the review has determined that the original Request Priority requires updating, do so before completing this task.
	July 14, 2016 6:31 AM	
[Approval Created]
	16	
Release Management
	
Initiation

	15579	
Request Rejected, Advise requestor- Change Manager
		
0300
		
Advise Requestor of Rejection
	
Forward Internally
	
Unspecified
	
Medium
	
(Change Manager)
	
	
Unspecified
	
Determination has been made that either the Change Request Standards was not met, or the request should be routed through the Service Desk. 
Advise requestor of the decision and close RFC using an appropriate closure profile (to enable meaningful reporting). Provide details of non-compliance with the standard if appropriate.
	July 14, 2016 6:31 AM	
[Task Created]
	1	
Messaging Task
	
Initiation

	15582	
Emergency Review, Estimate and Plan, Assign Impact - CEC
		
0600
		
Review
	
Forward Internally
	
Unspecified
	
High
	
(Change Emergency Committee Member)
	
	
Unspecified
	
For emergency RFCs the three steps of the CAB process are abbreviated into one step for the Change Emergency Committee, a smaller subset of the CAB.
-Estimate and Plan Change
-Peer Review
-Assign Impact

The Impact value can be updated on this Task screen. The Request Impact field can be found above and is editable.
	July 14, 2016 6:31 AM	
[Task Created]
	1	
Release Management.
	
Initiation

	15583	
Change Approved? - Change Manager
		
0700
		
Managerial Approval
	
Forward Internally
	
Unspecified
	
Medium
	
(Change Manager)
	
	
Approval
	
The Change Manager now has all the information required to make a decision to proceed with the change, or to reject it and close the RFC.
	July 14, 2016 6:31 AM	
[Approval Created]
	16	
Release Management
	
Initiation

	15584	
Estimate and Plan Change - CAB
		
0800
		
Planning
	
Forward Internally
	
Unspecified
	
Medium
	
(Change Advisory Board Member)
	
	
Unspecified
	
If the RFC is neither an emergency nor a minor change, then it is a significant change requiring the full review process of the CAB. 
Resource estimates, include purchasing, training, staffing and the business and financial costs of downtime, are calculated.
The rollout timeframe, including milestones, are mapped and compared with resource availability and other RFCs underway or in planning. Criteria for rollback should also be developed at this point.
This information and CAB findings are recorded in the Request For Change document, or the the parent Request 'Description' field within vFire.
	July 14, 2016 6:31 AM	
[Task Created]
	1	
Release Management.
	
Initiation

	15585	
Peer Review - Release Manager
		
0900
		
Review
	
Forward Internally
	
Unspecified
	
Medium
	
(Release Manager)
	
	
Unspecified
	
Peer review of the estimates and plan helps to ensure that all considerations have been taken into account. 
For RFCs leading into the Release Management process this can be undertaken by the Release Manager instead of the CAB.
	July 14, 2016 6:31 AM	
[Task Created]
	1	
Release Management.
	
Initiation

	15586	
Assign Priority/Impact- CAB
		
1000
		
Review
	
Forward Internally
	
Unspecified
	
Medium
	
(Change Advisory Board Member)
	
	
Unspecified
	
Now that all considerations have been measured and confirmed, the impact of the change is determined and applied to the Request.The Impact value can be updated on this Task screen. The Request Impact field can be found above and is editable. 
The impact level assigned to the Request takes into consideration the loss of service if change does not proceed successfully or on time. Included in this is the business impact - loss of system availabilities impact on user productivity, customer experience and customer expectation as well as the financial impact.
At this point, success and fail criteria should be provided so that Packaging can develop an appropriate BACK OUT PLAN.
	July 14, 2016 6:31 AM	
[Task Created]
	1	
Release Management.
	
Initiation

	15587	
Define Change Window and Schedule Change - Change Manager
		
1100
		
Schedule
	
Forward Internally
	
Unspecified
	
Medium
	
(Change Manager)
	
	
Unspecified
	
The Change Manager can now schedule the RFC taking into account change blackout periods and scheduled downtime.
	July 14, 2016 6:31 AM	
[Task Created]
	1	
Define Change Window
	
Initiation

	15588	
Request Rejected, advise requestor- Change Manager
		
1200
		
Advise Requestor of Rejection
	
Forward Internally
	
Unspecified
	
Medium
	
(Change Manager)
	
	
Unspecified
	
If the Change Manager has rejected the request based on the information and recommendations provided by the CAB, then the CAB (or the Change Manager) advises the requestor of the decision.
	July 14, 2016 6:31 AM	
[Task Created]
	1	
Messaging Task
	
Initiation

	15576	
Request Start Task
		
0000
		
Unspecified
	
Current
	
Unspecified
	
Undefined
	
	
	
Unspecified
	
	July 14, 2016 6:31 AM	
[Task Created]
	1	
Request Start Task
	
Unspecified

	15581	
Direct workflow based on Request Priority
		
0500
		
Unspecified
	
Current
	
Unspecified
	
Undefined
	
	
	
Unspecified
	
	July 14, 2016 6:31 AM	
[Task Created]
	1	
Conditional Branching Task
	
Unspecified

	15590	
Create or link BUILD request - Change Manager
		
1400
		
Unspecified
	
Current
	
Unspecified
	
Undefined
	
	
	
Unspecified
	
	July 14, 2016 6:31 AM	
[Task Created]
	1	
Create Request Task
	
Initiation

	15591	
Closure Task
		
1500
		
Closure
	
Forward Internally
	
Unspecified
	
High
	
	
	
Unspecified
	
Close Change Initation request. 
Change Initiation has been successful and Release is now in Build stage.
	July 14, 2016 6:31 AM	
[Task Created]
	1	
Closure Task
	
Initiation


  
       
INFO PANEL
REQUEST INFORMATION
Template
Change Initiation
Physical Status
Current
Request Status
Unspecified
Request Phase
Unspecified
Request Screen Set Name
Change Management
Workflow Process
Change Management
REQUEST RESPONSIBILITIES
REQUEST DATES

Show Task Title Only
RequestStartTask
InitialReview-ChangeManager
DoesRFCmeetrequirements-ChangeManager
RequestRejected,Adviserequestor-ChangeManager
ClosureTask
DirectworkflowbasedonRequestPriority
EmergencyReview,EstimateandPlan,AssignImpact- CEC
ChangeApproved?-ChangeManager
RequestRejected,adviserequestor-ChangeManager
ClosureTask
DefineChangeWindowandScheduleChange-ChangeManager
Createor linkBUILDrequest-ChangeManager
ClosureTask
EstimateandPlanChange- CAB
PeerReview-ReleaseManager
AssignPriority/Impact-CAB

Request Dependencies

Request Logging Explorer Frame

RequestStartTask
InitialReview-ChangeManager
DoesRFCmeetrequirements-ChangeManager
RequestRejected,Adviserequestor-ChangeManager
ClosureTask
DirectworkflowbasedonRequestPriority
EmergencyReview,EstimateandPlan,AssignImpact- CEC
ChangeApproved?-ChangeManager
RequestRejected,adviserequestor-ChangeManager
ClosureTask
DefineChangeWindowandScheduleChange-ChangeManager
Createor linkBUILDrequest-ChangeManager
ClosureTask
EstimateandPlanChange- CAB
PeerReview-ReleaseManager
AssignPriority/Impact-CAB

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