Cisco Cisco Process Orchestrator 3.1 User Guide

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Cisco Process Orchestrator 3.1 User Guide
 
Chapter 9      Performing Basic Console Tasks
  Creating an Approval Request Task
Creating an Approval Request Task
Use the Approval Request task to specify the user or group required to approve a task including the 
message associated for the approver.
Step 1
Choose Operations > Task Views > New > User Interaction > Approval Request.
Step 2
Click the General tab and enter the required information.
Step 3
Click the Approval tab and enter the following criteria:
  •
Message—Message that informs the approver what is being requested
  •
Approval Choices—The approval choices available (Add, Remove)
  •
Choice—Enter the appropriate approval choice
Step 4
Enter the information in the remaining tabs as necessary, then click OK to complete the task definition.
Creating a Change Request Task
Use the Change Request task to request a modification to the configuration of an object or system. 
Change requests are used to request system enhancements, report problems with a system, or report 
changes from one system which affects another system.
Step 1
Choose Operations > Task Views > New > IT Record > Change Request.
Step 2
Click the General tab and enter the required information.
Step 3
Click the Change Request tab to enter the following criteria for the task:
  •
Change request identifier—Cisco Process Orchestrator generated ID number for the change request 
task
  •
Change request class—Numeric value indicating the class of the change request
  •
Reason for change—Describes the business justification for the request
  •
Change timing—Enter the deadline date or time for the change
  •
Severity—Severity of the change request (High, Normal, Low)
  •
Automation Summary—Enter the file path for the related automation summary that was performed 
on the change request.
Step 4
Enter the information in the remaining tabs as necessary, then click OK to complete the task definition.
Creating a Guided Operation Task
Use the Guided Operations activity to detail the steps a user makes when handling an assigned task.
Step 1
Choose Operations > Task Views > New > User Interaction > Guided Operation.
Step 2
Click the General tab and enter the required information.