Creating a Change Plan Template – Part 4

This is a follow on from last week’s imaginatively titled post ‘Creating a Change Plan Template Part 3’ – follow the posts backwards to catch up.

Recap: I’m creating a simple 4 Stage Change Plan Template (CPT) on the subject of how to change a wheel. So far, I’ve done all the up-front designing I need to do, I’ve created an empty Change Plan, and into this I’ve placed 4 Stages as per my design.

So far so good. At the moment, we still can’t use this CPT because it does not have any Tasks. As I’ve mentioned previously, Tasks are the things the people actually do, and so a Stage without any Tasks is not much use.

I’ve already written down my Tasks – you’ll find them in Parts 1 and 2. What I’ll do now is add them to the Change Plan Template, which you can do as follows.

1. Login to SerioAdmin, and then open a Change Explorer.

Because we are going to create Tasks, we need to create something called an Issue Template. This is basically a shortcut for an Incident – it contains the Issue Type, Problem Area, Priority and other such data. We'll use it when creating the Task.

2. Expand ‘Change Set-up’ and click ‘Issue Templates’. Open-up a new Issue Template editor, and create an Issue Template as follows:

Name: Generic/Generic Issue Template
Description: (You can leave this blank if you wish).
Enter some non-specific values for Issue Type and Problem Area. Examples might be:
Issue Type: Change
Problem Area: Change Task

Set a medium or moderate Priority, and save your work.

4. Within the Change Explorer, click ‘Change Plan Templates’.

5. Select the ‘Change Wheel’ Template, open the flowchart viewer as I described in my last post, and then double-click the 'Change Wheel' Template to begin editing it. You’ll see the Template details and the Stages all listed in the editor form.

6. Double-click the first Stage, called ‘Location Inspection’. This will allow you to edit that Stage. Notice that at the bottom of the Stage edit form there is a list of Tasks – which is of course empty. Right-click here and click ‘New’ from the pop-up menu to add a new Task.

7. Using the Task form, create a Task as follows.

Task Name: Deploy Safety Warning Triangle
Task No: 1
Description: The safety triangle should be deployed about 50 metres behind the vehicle. If you are on a bend, choose a location that gives good visibility to traffic travelling in your direction (Notice that the description is basically the same as the one I created in Part 1.).
Issue Template: Generic (the one we created earlier in this post).

Save this Task.

8. Close the Task editor down, and you’ll see the Task you’ve just created listed with its Stage. Now repeat the process for the second Task which is called ‘Inspect the location of the Vehicle’.

Task Name: Inspect location of Vehicle
Task No: 2
Description: If you are changing a driver-side wheel, and are close to the flow of traffic, abort the Change. If the vehicle is in the flow of traffic, abort the Change.

Save your work.

9. Close down the Stage editor we have open for Stage ‘Location Inspection’. For each of the remaining 3 Stages, add the Tasks I wrote down in Parts 1 and 2.

The CPT is almost ready to go. The next post will create the Actions we need, and then we can run it.