Can Follow on Tasks be seen on CMDB workspace?

[VinayG260465653]

Hi Team,

We have follow on tasks assigned to CI owners under compliance audit, so is there any way assigned user can see them on CMDB workspace? please advise how and what to configure to bring them on?

[Tanushree Maiti]

Yes, under MyWork tab of CMDB Workspace, you will find all follow up task.

Required App to access: CMDB Workspace store app

Prerequisites

• Plugins:

  • Recommended: CSDM Activation (com.snc.cmdb.csdm.activation)

    Allows for legacy Lifecycle Status field mappings and synchronization to legacy status fields. For details about use and customization of retirement definitions when this plugin isn't activated, see Retirement definitions.

  • Required (activated by default): CMDB CSDM Support (com.snc.cmdb.csdm)
  • Required (activated by default): CMDB Page Templates (sn_cmdb_pg_templts)
  • Required (activated by default): CMDB NLQ Search Connected (sn-cmdb-nlq-search)
  For details about activating a plugin, see Activate a plugin.
• Roles: To access the CMDB Workspace, you must, at a minimum, have one of the following roles, which are essential for interacting with the CMDB Workspace. Depending on which of these roles is assigned to you, you might only have access to some of the features available in the CMDB Workspace:
  • sn_cmdb_admin
  • sn_cmdb_editor
  • sn_cmdb_user

Ref:Set up CMDB Workspace • Zurich ServiceNow AI Platform Capabilities • Docs | ServiceNow

[Tony Branton]

Audit tasks do not appear in My Work in CMDB Workspace.

In CMDB Workspace 8.0 you can find audit tasks used in CMDB Health compliance scores by selecting the Compliance scorecard in the Health dashboard, and then drilling into the impacted CI classes. The list view includes CIs and the audit tasks. 

Note: in CMDB Workspace 8.0 audit tasks are opened in UI16. Long-term, audit tasks will be included natively in the workspace - whether this involves rebuilding Desired State (and Scripted) Audit or only providing an updated UI is yet to be decided.

[PatrickMayer_CH]

Hi  

@Tanushree Maiti 
I don't mean to be rude, but your information is wrong. OOTB, in the CMDB Data Manager - My Work, we can only see tasks from the table cmdb_data_management_task. Whereas tasks generated by and audit, these resides in cert_follow_on_task-

@Tony Branton 

What I am trying to figure out is "When to use what". The use-case is: I want to have quarterly check if there are any records with owned_by = empty on cmdb_ci_win_server records.

The data manager policy has the respective configuration according to the use-case. The policy then creates a certification tasks. When this task has been done and server owner is not missing anymore, the compliance score is higher after the scheduled job ran. Exactly the same I can also achieve with audits.

I can also achieve with an other data manager policy new certification tasks where User A has to certify, that the value in owned_by is still correct.

What is ServiceNow recommendation on what to use when?

[Tony Branton]

Hi Patrick,

Either Certification or Audit could support your use case - the deciding factors include:

• If you want task assignees to review and update fields in records -> Certification
• If you want fields in records actually reviewed by people -> Certification
• If you want to automatically find non-compliant records and only take action on those via follow-on tasks -> Desired State Audit
• If you want to track non-compliant records -> Desired State Audit + Health Dashboards

Hopefully this simplified view helps you out.