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

1. Navigate to All > Industrial Workspace.
2. Select the change record that you want to create a task for.
3. In the Change Tasks related list, select New.
   If you don’t see the Change Tasks related list, you must add it.
4. On the form, fill in the fields.

   Table 1. Incident task form

   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.

5. 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