Activities of the Change Planning Phase
This functionality allows planning the activities to be executed with the change.
Before getting started
The activities of planning occur after the change registration.
Therefore, check the existence of a Change and also if you are allowed to create/execute activities.
Procedure
- Access the main menu Processes > Change Management > Change;
- Find the change you want to plan the activity, click on "Open" and then on "Planning”;
- It will be possible to create a Kanban to manage activities registered. Just click on "+Workspace" and complete the data available, for example: title, select the user or group responsible for the task execution, and others. It is also possible to link a framework already created by clicking on the button related to the “Workspace”.
- It is still possible to link projects, actions, notifications, knowledge, and file attachments to detail the execution of change. To do so, it is necessary to click on each available tab and select the desired item to link it to the change.
- In the "More" tab, you are allowed to schedule these activities (in the "Other Information" option) and point all relevant information in the "Notes" option.
- Click on "Options" and then on "Save and maintain current task" to register activities of planning and not advance the activity flow or select "Save and advance flow" to close the task and send it to the next phase of the flow.