How to Send Automated Activity and Change Request Notifications

 

Updated: May 13, 2016

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

In System Center 2012 – Service Manager, you can use the following procedure to notify reviewers that an activity is available for review. You can use the second procedure to notify users that a change request has been closed.

Note


Only administrators can configure workflow notifications.

To notify reviewers that an activity is available for review

  1. In the Service Manager console, click Administration.

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

  3. Select Activity Event Workflow Configuration, and then click Configure Workflow Rules in the Tasks pane.

  4. In the Select a Class dialog box, select Review Activity, and then click OK.

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

  6. In the Configure Workflows for Objects of Class Review Activity Wizard, click Next on the Before You Begin page.

  7. On the Workflow Information page, type a name and a description for the workflow. In the Check for events list, ensure that the When an object is updated item is selected, and then click Next.

  8. On the Specify Criteria page, select the Changed From tab. Under Available Properties, select Status, and then click Add.

  9. Under Criteria, select Pending, and then select the Changed To tab. Under Available Properties, select Status, and then click Add.

  10. Under Criteria, select In Progress, and then click Next.

  11. On the Apply Template page, clear the Apply the selected template check box, and then click Next.

  12. On the Select People to Notify page, select the Enable notification.

  13. Under User, select Assigned To User.

  14. Under E-mail Template, if you cannot select a template, click Create E-Mail Template. Otherwise, select an email notification template to apply.

  15. If you are creating an email notification template, complete the Create E-Mail Notification Template Wizard.

  16. After you have selected an email template, click Add, ensure that Reviewers appears under the User column, and then click Next.

  17. On the Summary page, review the summary information, and then click Create.

  18. On the Completion page, click Close.

To notify users that a change request has been closed

  1. In the Service Manager console, click Administration.

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

  3. Select Change Request Event Workflow Configuration, and then click Configure Workflow Rules in the Tasks pane.

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

  5. In the Configure Workflows for Objects of Class Change Request Wizard, click Next on the Before You Begin page.

  6. On the Workflow Information page, type a name and a description for the workflow. In the Check for events list, ensure that the When an object is updated item is selected, and then click Next.

  7. On the Specify Criteria page, select the Changed From tab. Under Available Properties, select Status, and then click Add.

  8. Under Criteria, select Completed.

  9. Click the Changed To tab.

  10. Under Available Properties, select Status, and then click Add.

  11. Under Criteria, select Closed, and then click Next.

  12. On the Apply Template page, clear the Apply the selected template check box, and then click Next.

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

  14. Under User, select Assigned To User. Under Template, select Assigned To User Notification Template, click Add, and then click Next.

  15. On the Summary page, review the summary information, and then click Create.

  16. On the Completion page, click Close.

To validate receipt of the notification

  • The reviewer of the review activity or the user that the change request is assigned to receives an email message that indicates that a new review activity requires approval or that the change request was closed.

See Also

Implementing and Closing a Change Request