Creating releases

A release specifies information about the work that must be performed for an asset, location, or configuration item. You can add work plans or job plans. You can also record actuals as the work progresses.

Procedure

  1. In the Releases application, click the New Release icon. A new record appears with a unique ID in the Release field and many fields are completed by the system. The new release is given a status of Waiting on Approval (WAPPR).
  2. Complete all the required fields (*) and the remaining fields, as needed. Typically, you need to complete the following fields on the main application tab.
    Field Description
    Priority Specify a priority for the work order if you plan to schedule the work.
    Location, Asset, Configuration Item, or GL Account You can create the release for either a location, an asset, a configuration item, or a GL account.
    Release Type Specify the type of the release, such as Delta, Full, or Package.
    Multi Assets, Locations and CIs After specifying the primary affected asset, location, and configuration item in the designated fields, you can specify multiple related assets, locations, and configuration items in the Multi Assets, Locations, and CIs table window. For example, if you are creating a ticket to install graphic software on all Product Managers' laptops, you can define the primary (targeted CI) as ‘Product Managers' Laptops'. Using the Multiple Assets, Locations, and CIs table window, you — or another user — can eventually refine this into the actual list of Product Manager laptops.
  3. Save the release.
  4. Optional: Use the additional tabs in the Release application to add or modify information for this record, as needed. For example, to apply a job plan to the record, or define hierarchy information, use the Plans tab. Save the release after making additions or changes to the record using the tabs.


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