How to Use Tasks Groups for Change Management Workflow

Change Management Workflow

In Issuetrak, a basic workflow must be broken down and entered as Task Groups. Those Task Groups have triggers that move you to the next step in the workflow. We’ve created a workflow diagram that appears below and then followed it with the detailed Task Groups needed to apply it in your Issuetrak system. Not every single step is included as a task. Some are part of the standard issue process (e.g., Close issue).


 

Defining Task Groups

In the following process, each Task Group name is marked in bold, with the Task Group name underneath the specific name. In the second column, triggered Task Groups are also in bold and substatus changes in italics.

Group Name Task Response Call Group
Change Request
Manager Approves? Yes Change Request: Impact Assessment
No Change Request: Resubmit
N/A Change Request: Impact Assessment
Change Request: Impact Assessment
Is Impact Assessment Needed? Yes Change Request: Impact Assessment Yes
No Change Request: Impact Assessment No
N/A Change Request: Impact Assessment Yes
Change Request: Impact Assessment Yes
Complete Risk Assessment Complete
Impact/Risk Rating Added Complete
Backout Plan Needed? Yes Change Request: Backout Plan Yes
No Change Request: Backout Plan No
N/A Change Request: Backout Plan Yes
Change Request: Impact Assessment No
Backout Plan Needed? Yes Change Request: Backout Plan Yes
No Change Request: Backout Plan No
N/A Change Request: Backout Plan Yes
Change Request: Backout Plan Yes
Develop a Backout Plan Complete
Approved by Data Owner? Yes Change Request: Data Owner Yes
No Change Request: Resubmit
N/A Change Request: Data Owner Yes
Change Request: Backout Plan No
Approved by Data Owner Yes Change Request: Change Board Yes
No Change Request: Resubmit
N/A Change Request: Change Board Yes
Change Request: Data Owner Yes
Schedule Change Complete
Approved by Change Board? Yes Change Request: Change Board Yes
No Change Request: Resubmit
N/A Change Request: Change Board Yes
Change Request: Change Board Yes
Notify Affected Users Complete
Implement Change Complete
Was Change Successful? Yes Change Request: Change Successful
No Change Request: Implement Backout
N/A Change Request: Change Successful
Change Request: Implement Backout
Implement a Backout Plan Complete
Was Backout Successful? Yes Change Request: Resubmit
No Change Request: Backout Successful No
N/A Change Request: Resubmit
Change Request: Backout Successful
Was Backout Successful? Yes Change Request: Resubmit
No Change Request: Backout Successful No
N/A Change Request: Resubmit
Change Request: Backout Successful No
Create new Backout plan Complete
Notify Users Complete
Implement new Backout Plan Complete
Was Backout Successful? Yes Change Request: Resubmit
No Change Request: Backout Successful No
N/A Change Request: Resubmit
Change Request: Resubmit
Resubmit Request? Yes Change Request
No Change Request: Close
N/A Change Request
Change Request: Close
Close Complete
Change Request: Change Successful
Notify affected users of the change Complete
Coding & Integration Testing is Complete Complete
Close Complete

This workflow chart and example of Task Groups are provided as a guide to creating processes in Issuetrak from your existing procedures and flowcharts. If you have any questions or would like the assistance of our product experts, please do not hesitate to contact us with any questions.