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How to Configure Change Management Workflows

Updated: November 1, 2013

Applies To: System Center 2012 - Service Manager, System Center 2012 R2 Service Manager, System Center 2012 SP1 - Service Manager

Use the following procedures in System Center 2012 – Service Manager to set the priority of all standard change requests and then validate the change. For example, you can set the priority of all standard change requests to low. In this procedure, you create a new workflow to automate the process.

Before you can complete the steps in this procedure, you have to create the following templates:

To create a workflow to set all standard change requests to low

  1. In the Service Manager console, click Administration.

  2. In the Administration pane, expand Administration, expand Workflows, and then click Configuration.

  3. In the Configuration pane, click Change Request Event Workflow Configuration.

  4. In the Tasks pane, in the Change Request Event Workflow Configuration area, click Configure Workflow Rules.

  5. In the Configure Workflows dialog box, click Add.

  6. On the Before You Begin page of the Configure Workflows for Objects of Class Change Request Wizard, click Next.

  7. On the Workflow Information page, in the Name box, type a name for the workflow. For example, type Set Standard Change Request to Low Priority workflow.

  8. Optionally, in the Description box, you can type a description of the new workflow. For example, you can type This workflow automatically sets the priority of a standard change request to low.

  9. In the Check for events list, select When an object is created.

  10. Make sure that the Enabled check box is selected, and then click Next.

  11. On the Specify Criteria page, on the Changed To tab, in the Related classes list, select Change Request.

  12. In the Available properties list, select Category, and then click Add. In the Criteria area, next to the equals box, select Standard, and then click Next.

  13. On the Apply Template page, select the Apply the selected template check box.

  14. In the Templates list, select Set Standard Change Requests to Low Priority, and then click Next.

  15. On the Select People to Notify page, select the Enable notification check box.

  16. Under User, select Created By User, and under Template, select New Standard Change Request Received Template, and then click Add.

  17. Click Next.

  18. On the Summary page, click Create.

  19. On the Completion page, click Close.

  20. In the Configure Workflows dialog box, click OK.

To validate workflow creation

  1. In the Configuration pane, select the Change Request Event Workflow Configuration template.

  2. In the Tasks pane, click Configure Workflow Rules.

  3. In the Configure Workflows dialog box, the Set Standard Change Request to Low Priority workflow workflow should appear.

  4. Optionally, you can create a new change request by using the Standard Change Request template to verify that the priority of new requests is set to Low.

  5. Notification email is sent to the user who created the change request.

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For additional resources, see Information and Support for System Center 2012.

Tip: Use this query to find online documentation in the TechNet Library for System Center 2012. For instructions and examples, see Search the System Center 2012 Documentation Library.
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