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:
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.
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’.
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.