Create a change task to fulfill a change request
Create a change task to fulfill an Operational Technology (OT) change request. Change tasks help to capture all the tasks that need to take place during a change request.
Before you begin
Role required: sn_ot_change_write
About this task
Change tasks are the individual steps that must take place to fulfill and complete a change request.
Procedure
Navigate to All > Industrial Workspace.
Select the change record that you want to create a task for.
In the Change Tasks related list, select New.
If you don’t see the Change Tasks related list, you must add it.
On the form, fill in the fields.
| Field | Description |
|---|---|
| OT Change Task | |
| Short description | Brief description of the change task. |
| Description | Details of the change task. |
| OT device | Affected OT device. |
| OT change request | Record number of the related OT change request. |
| State | State for tracking a change task through several stages of the change implementation. |
| Type | Type of change. |
| Assignment | |
| Assignment group | Group who works on the change task. If you leave this field empty, the change task is automatically assigned. |
| Assigned to | User to whom the change task is assigned to work on.Note: If the Assignment group changes, the Assigned to field is cleared. |
| Notes | |
| Watch list | Users who receive notifications about this change when comments are added. |
| Work notes list | Users who receive notifications about this change when work notes are added. |
| Work notes \(Private\) | Work notes that aren’t available to customers. |
- Select Save.
Result
You can view and edit the change task in the related OT change record.
You can view change tasks in the Industrial Workspace list view in the following places.
- Change tasks assigned to you: OT Tasks > Assigned to Me
- Change tasks assigned to your group: OT Tasks > Assigned to My Groups
- Unassigned change tasks: OT Tasks > Unassigned
Parent Topic:Using Operational Technology Change Management