My Work view in CMDB Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of My Work view in CMDB Workspace

    The My Work view in CMDB Workspace allows users to manage tasks related to data compliance, including attestation, certification, and other life-cycle tasks. This feature is beneficial for CMDB administrators, managers, and users who need to track and process tasks efficiently.

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    Key Features

    • Task Management: Users can view and manage their tasks, including unassigned tasks for reassignment.
    • Access Role Requirements: Roles required to access this view include sncmdbadmin (CMDB Admin), sncmdbeditor (CMDB Editor), and sncmdbuser (CMDB User).
    • Task Status Overview: Provides counts of tasks categorized by their status, such as attestation, certification, and life-cycle tasks.
    • Task Lists:
      • Certification Tasks: Lists tasks assigned according to Data Certification policies.
      • Attestation Tasks: Lists tasks in accordance with Attestation policies.
      • Overdue Tasks: Highlights overdue tasks for prioritized review.
      • All Other Tasks: Displays miscellaneous tasks assigned under the CMDB Data Manager policies.

    Key Outcomes

    By utilizing the My Work view, users can streamline their task management processes, ensuring compliance with data management policies. Managers can oversee tasks for their direct reports or user groups, enhancing visibility and accountability in task processing.

    Use the My Work view in CMDB Workspace to manage your tasks. Tasks in this view are related to data compliance such as attestation, certification and other life-cycle related tasks. The list of tasks for CMDB administrators can also contain unassigned tasks, for reassignment.

    For CMDB administrators, lists of tasks can also contain unassigned tasks, for reassignment. For managers, tasks of direct reports are included, and if you are a manager of a user group, then tasks of members in that group are also included.

    Access

    Role requirements: sn_cmdb_admin (CMDB Admin), sn_cmdb_editor (CMDB Editor), or sn_cmdb_user (CMDB User).

    To access the My Work view, navigate to Workspaces > CMDB Workspace and then select My Work in the CMDB Workspace menu bar.

    Task status

    The Task status section provides overall counts of tasks by their status. Counts in each status card are for attestation and non-attestation, certification, and life-cycle tasks as applicable. Total tasks for example, is a count of all open tasks from CMDB Data Manager that are assigned to you, or to an assigned group in the Managed by Group attribute which you are a member of. For CMDB Admins, also tasks that aren't assigned to anyone.

    Select a status card to show the associated tasks in the Attestation tasks and All other tasks tabs in the My tasks section. For example, when you select the In progress status card in the Task status section, the Attestation tasks list shows attestation tasks that are in progress and the All other tasks list shows all non-attestation tasks that are in progress.

    Certification tasks

    The Certification tasks list view in the My tasks section lists any Data Certification tasks assigned to you or to an assignment group that you belong to in accordance with CMDB Data Manager policies. For managers, tasks of direct reports are included, and for user group managers, tasks of members in the group are also included. Review and process these tasks by checking audit results for the associated CIs and attribute values. For more information about reviewing Data Certification tasks, see Review certification tasks in CMDB Workspace.

    Attestation tasks

    The Attestation tasks tab in the My tasks section lists any attestation tasks assigned to you or to an assignment group that you belong to in accordance with CMDB Data Manager Attestation policies. For managers, tasks of direct reports are included, and for user group managers, tasks of members in the group are also included. Review and process these attestation tasks by checking the physical existence of IT infrastructure or applications associated with the CIs in the tasks. For information about reviewing and processing attestation tasks, see y.

    The Overdue tasks tab lists those tasks that are overdue so you can review those tasks at a higher priority.

    Life-cycle tasks

    The All other tasks tab in the My tasks section lists any tasks, aside from attestation and certification tasks, assigned to you or to an assignment group that you belong to in accordance with CMDB Data Manager policies. For managers, tasks of direct reports are included, and for user group managers, tasks of members in the group are also included. Review and process these tasks.