Creating a Change Task

Data Management Capabilities > Managing Change > About Change Notices > About Change Tasks > Creating a Change Task

To create a change task, click the create task icon

from the Implementation Plan table of a change notice.

The New Change Task window divides the creation of a change task into the following steps:

If your site has security labels enabled, you may see the Set Security Labels step. By default, a change task has the same security label values initially displayed as the change notice for which it was created. If your site has an object initialization rule with attribute constraints that sets the default security label value of a change task, the value will be displayed as specified by the object initialization rule rather than the value set on the change notice for which the change task was created.

For more information, see Setting Security Labels while Creating an Object and Define Object Initialization Rules for Security Labels.

1. Set Attributes—Specifies the descriptive attributes associated with the change task.

A Review Required checkbox appears if the Review Option property is set to optional review. This property is displayed for the change task type and its subtypes in the Type and Attribute Management utility. You can specify whether the change task must be mandatorily reviewed, optionally reviewed, or not reviewed for single as well as multiple participants.

If the Participant List table is enabled, it allows you to assign a change task to a group of users, multiple individual users, or a combination of users and groups. You can also examine users in a group and select individual users. For more information, see Participant List Table.

When selecting users, you can search for individual users and groups based on access control permissions.

2. Select Affected/Resulting Objects—Identifies the affected or resulting objects that are involved with the change task.

The Resulting Objects table displays a Set Impact Intent action if the Impact association rule is enabled for change tasks. This action lets you set the impact intent of a resulting object on the identified baseline. For more information, see Resulting Objects Table.

You can also set the impact intent using the Impact Intent column, which can be displayed by customizing the table views. This column can be enabled to display while creating, editing, completing, reviewing, or auditing a change notice task.

3. Impacted Objects—Identifies the objects that you intend to update through the change task.

The Impacted Objects tab appears only if the Impact association rule was enabled for change tasks. For more information on association rules, see Define Association Rules.

Steps do not necessarily need to be completed in the order in which they are listed. You may navigate to any step for which the link is enabled.

When you click Finish and all required steps have the required data validated, the system finishes the authoring session and dismisses the window. For change tasks created within the context of a change notice window and if the change notice has not been submitted, additional processing and user interaction may be required.