Change Enablement, playbook, risk assessment

[dboudreau670890]

I am trying to create a playbook for Change Enablement.  I see the Card created in the overview screen to take the risk assessment.  However, there is no task in the Playbook Designer for this.  Has anyone implemented this yet?

[Tanushree Maiti]

Hi @dboudreau670890 

Refer:

Modern Change Management - Adoption Playbook & Maturity Journey

Create Custom Automated Playbook Activity

https://www.youtube.com/watch?v=o-SeteN1HZE

[Tanushree Maiti]

Also @dboudreau670890 

Go through the learning course of playbook in ServiceNow university. It will definitely help you.

Playbooks Essentials 

[Vikram Reddy]

Hi @dboudreau670890,

No, there's no out-of-the-box playbook activity for risk assessment. It's a framework gap, not a bug: the overview card runs on the Assessment engine (asmt_assessment_instance, linked to the change via task_id), while Playbook Designer activities live entirely in Process Automation Designer. The two never talk to each other by default, so you have to build the bridge yourself as a custom playbook activity:

• Add a Custom Activity UI in UI Builder that queries asmt_assessment_instance for the change and surfaces the survey inline
• Or back it with a Flow Designer subflow that checks assessment state and percent_answered, then returns that to the activity's outputs
• Gate the playbook stage on percent_answered = 100 so nobody can skip it

Thank you,
Vikram Karety
Octigo Solutions INC