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Change task management

The change task management delivers the functionality to ...

  • define a change task,
  • monitor live change behavior during the time period of the change task(s) and
  • document the correct implementation of all planned changes after completion of the change period of the change task.

Based on Versio.io Asset & Configuration Item Inventory.

Entities

A change task defines for which instances a change is planned at a time or series date. A change task period is created for each time or series date period of a change task. The complete documentation of a change task is documented in the change task period.

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flowchart LR
    CT["Change task"]
    CTP["Change task period"]

    CT -->|"1..*"| CTP

Processs

  • Define change task

  • Monitore change task

    • optional review the result of an change task period
    • Documentation

Best practices

How I should interpret the change task period result?

Workflow & states

Change task

For the change task there are various state changes possible.

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stateDiagram-v2

    [*] --> Edit

    state "Create and edit a new <br/> change task ticket" as Edit
    state "Change task is <br/>ready for approval" as ToApproval
    state "Change task <br/>is in execution mode" as Active
    state "Change task <br/>execution is completed" as Completed

    Edit --> ToApproval : For approval

    ToApproval --> Edit : Not approved <br/>(send mail to author)
    ToApproval --> Active : Approved

    Active --> Completed : Automatic <br/>(end time reached)
    Active --> Completed : Manual <br/>(user stops execution)

    Completed --> [*] : Delete change <br/>task <br/>(including periods)
    Completed --> [*] : Hold for reports <br/>and audits

Illustration: Possible change task state transitions

edit (automatic)

  • useres can edit the configurations

edit → toApproval (manual)

  • creation of first change task period (preview-init)

toApproval → edit (manual)

  • delete all change task periods

toApproval → active (manual)

  • recreation of first change task period (init)

toApproval → active (manual/automatic)

  • no more change task periods will be created

Change task period

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stateDiagram-v2

    [*] --> Preview : Creates if the change task<br/>goes to state "toApproval" or<br/>a previous change task period<br/>is finished

    state "Determine instances<br/>for which a change<br/>is expected in the<br/>change task period" as Preview

    state "Planned changes<br/>are monitored<br/>and documented" as Started

    state "Finishing change<br/>documentation" as Ended

    state "Active confirmation<br/>by the purchaser" as ToReview

    state "Change task period<br/>processing completed" as Finished

    Preview --> Started : Start time of the<br/>change period reached

    Started --> Ended : End time of the<br/>change period reached

    Ended --> ToReview : Not all planned<br/>changes have been<br/>executed

    Ended --> Finished : All planned<br/>changes are executed<br/>as planned

    ToReview --> Finished : Reviewed

    Finished --> [*]

For the change task period exists the following states: preview → started → ended → reviewed. Except for the manual state changes to reviewed, these states are automated by run and can not be influenced by the user.

preview (automatic)

  • create preview-init
  • periodic recreation of preview-init

preview → started (automatic)

  • init
  • process changes

started → ended (automatic)

  • finalize

ended → toReview (manual)

  • update reviewed user and time

Illustration: Possible change task period state transitions