Implementing a Change


Overview

Tasks

Included with

Tivoli Change Management user

Overview

Implementing a change

After a change has been approved, it can be implemented. Implementation consists of completing the tasks defined by the change requester or implementer. Many people can be involved in completing tasks.

As tasks are completed, you can remove them from your task list. Once all tasks for the change are complete, the change is implemented, and you can assign a completed status to the change.

Note: If you know that the requester has used Microsoft Project to plan a task in your task list, you can update their Microsoft Project link with Tivoli Change Management. See Scheduling with Microsoft Project.

The Tasks dialog box You use the Tasks dialog box to edit and view tasks associated with a change. In addition, you can view the change associated with the tasks, as well as executing operating system commands for a task. Finally, you can indicate the completion percentage of a task.

To access the Tasks dialog box, do one of the following:

  • If you are using the Tivoli Change Management administrator or user profile, from the Tasks menu, choose My Tasks.
  • If you are using the Tivoli Service Desk administrator, from the Change menu, choose My Tasks.
  • From the Help menu, choose Your System Profile and follow the instructions under My Tasks.

The Complete Task dialog box

You use the Complete Task dialog box to indicate the completion percentage of a task

To access the Complete Task dialog box:

  • In the Tasks dialog box, select a task, then Choose Complete.

    Result: The Complete Task dialog box appears.

Tasks

Viewing a task

When you are designated as a resource for an approved change, you receive a Task notification a specified number of days before the task begins.

You can learn additional information about a task than furnished by the Task notification.

To view task information:

  1. From the Change menu, choose My Tasks.
    Result: The Tasks dialog box appears, displaying all incomplete tasks to which you are assigned as a resource.
  2. Under Tasks, select the task you want to view.
  3. Choose View Task.
    Result: The Tasks dialog box for the selected task appears.
  4. Review information about the task. You can also choose Attach to view files attached to the task.

Editing a task

As a task resource, you can modify any task information except the task name and information added by a change model or rule. For example, you can:
  • Add more hours to an estimate
  • Supplement a description
  • Include additional attached files

Note: If you cannot complete a task that is assigned to you, you can remove yourself as a resource.

To edit task information:

  1. From the Change menu, choose My Tasks.
    Result: The Tasks dialog box appears, displaying all incomplete tasks to which you are assigned as a resource.
  2. Under Tasks, select the task you want to edit.
  3. Choose Edit Task.
    Result: The Tasks dialog box for the selected task appears.
  4. Edit the task information.
  5. Choose OK.
    Result: The task is saved with the updated information.
Indicating progress on a task As you work on a task, you can update the percentage of work that is complete. Tasks must be 100% complete before you remove them from your task list.

To indicate progress on a task:

  1. From the Change menu, choose My Tasks.
    Result: The Tasks dialog box appears, displaying all incomplete tasks to which you are assigned as a resource.
  2. Under Tasks, select the task.
  3. Choose Complete.
    Result: The Complete Task dialog box appears.
  4. In the Percent Complete box, type a whole number (0 through 100).
  5. Choose OK.
  6. Result: The % Complete column in the Task List on the Tasks dialog box is updated.
Viewing the change for a task To understand how a task fits into a change, you can also view the change.

To view a change:

  1. From the Change menu, choose My Tasks.
    The Tasks dialog box appears, showing all incomplete tasks to which you are assigned as a resource.
  2. Under Tasks, select the task for the change you want to view.
  3. Choose View Change.
    The Change dialog box for the task appears in view mode.
  4. Use the Change dialog box to view detailed information about the change.
    Note: You can also choose Attach to view files attached to the change.
Executing system commands for a task You might find that a task assigned to you has an associated operating system command. Requesters often associate operating system commands with tasks to automate and simplify the process of completing the task. For example, if your task is to update the word processing software for your organization, you could have an operating system command that replaces all copies of the old software on the network with the latest version.

Associated operating system commands have two Execute options:

  • At Beginning
    You can execute the command at any time.
  • At End
    You can only execute the command when the task is 100% complete.

To execute an operating system command associated with a task:

  1. From the Change menu, choose My Tasks.
    Result: The Tasks dialog box appears, showing all incomplete tasks to which you are assigned as a resource.
  2. Under Tasks, select the task
  3. Choose Execute.
    Result: A message appears.
  4. Choose OK.
    Result: The operating system command is executed.
Indicating a change is completed The following individuals can indicate a change is complete:
  • Implementers with the TCM Post-Acceptance Change Modification security right
  • System administrators

To indicate a change is completed:

  1. From the Change menu, choose Find Change.
    Result: The Find Change dialog box appears.
  2. Type search criteria in any of the boxes.
    If you do not know the spelling of an entry, type the first few characters to list matching changes or choose the Browse button to display the corresponding data manager and select your criteria.
    Note: To list all changes, leave all boxes empty. The Open Changes Only box is selected by default.
  3. Choose OK.
    Result: The Changes dialog box appears with the changes that meet your search criteria.
  4. Under Changes, select the change you want to indicate is complete.
  5. Choose Edit.
    Result: The General tab of the Change dialog box appears in Edit mode.
  6. From the Status list, select a completed status.
  7. Choose OK.
    Result: The following occur:
    • All specified assets effects are applied.
    • The problem status code of all attached problems is updated. If the problem contains other associated open changes, the user receives a message indicating the problem is not closed until all associated changes are completed.