Workplan

16 Jul 2025
2 Minutes to read

Workplan

Updated on 16 Jul 2025
2 Minutes to read

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Configuring a Workplan is defining a Workplan with set of Tasks for systematic execution of a CR through an automated process. The purpose of configuring a Workplan is to map the defined Tasks to create a CR automatically when the SR is logged by the end user.

Configure Workplan

Workplan is configured at the Tenant level. The admin can configure set of Task Templates under Workplan, the defined Task Templates is used for successful execution of CR upon mapping.

To configure a Workplan, perform the following the steps:

Navigate to Change > Configuration > Workplan.

Figure: Workplan Navigation
Select the required Department.
Figure: Department

3. Click Add New. Workplan is created for the selected Department by providing a unique Workplan Name.

Figure: Workplan Configuration

Note
A newly configured Workplan will be always Active by default, this is controlled from the Active check box.

4. Click Add Task. The Task Template pop-up window is displayed.

Figure: Task Template

Field	Description
Tenant	Specifies the Tenant name for which the Task Template is configured.
Task Name	Specifies the Task Name.
Task Type	Specifies the Task Type which allows the admin to select from the following options: Implementation Post Implementation Roll Back
Information	Provides more details and the purpose of the Task Template.
Description	Describes about the Task Template.
Active	Specifies if the Task Template is Active.
Details
1. Classification	Specifies Urgency and Impact of the Task.
2. Assignments	Specifies the Workgroup and the Analyst name to which the Task belongs.
3. Task Activation Notification	Mentions the recipient Email IDs to whom the Notification will be sent upon Task Activation.
4. Notification Email Details	Describes the Subject and the Body of the Email which is sent as a Notification.

Click Submit.

6. Configure Workplan by setting Task rules.

Figure: Workplan configuration

Field

Description

Specifies the Task ID number.

Task Name

Specifies the Task Name.

Description

Describes about the Task Template.

Task Type

Specifies the Type of Task which provides the information about the execution of Task Template.

Workgroup

Specifies the name of Workgroup to which the Task belongs.

Active

Indicates if the Task is Active.

Create Incident on Task

Provides a dropdown list to select an option for creating an Incident.

Note:

Using this option an Incident can be auto created for a Task, upon selecting an option to create an Incident on Task from the dropdown list subsequent columns are enabled for configuration.

Task Status to trigger Incident

Provides a dropdown list of Task Status for which the Incident must be created.

Rule

Provides a dropdown list of Rule Templates for selection.

Icon	Action	Description
	Edit	Indicates the selected Rule can be edited.
	Add	Indicates that a new Rule can be created. Click here to view Rule Configuration... To configure Rule Template from Incident Module, perform the following steps: 1. Navigate to Incident > Others > Rules. 2. Enter the required details and click SUBMIT. Figure: Rule Template
	Refresh	Indicates that the Rule list on the dropdown can be Refreshed.

Note
Upon selecting No as an option for Create Incident on Task, subsequent dropdown lists are disabled.

Click Submit.

Show List

Click SHOW LIST from the right-side panel. A list of configured Workplans are displayed.

The Workplan that has been configured can be mapped to a CR on the Workplan Mapping Page, refer to Workplan Mapping.

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