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Service Order Task Actions - Requirements

Target release2019.4
Epic

PCR360-4036

Document status

DONE

Last Updated

 

Goals

  • Convert "Service Order Only" Actions to "Task" Actions.
  • Rework the Actions Form from a Service focus to a one-time Task focus.

Background and strategic fit

Customers have requested more generic ways of tracking work on a Service Order, not all work relates directly to a Service. " Service-Order Only" Actions were already very similar to a generic "Task" type, so it makes sense to change this.  Making this change opens up the usefulness of Service Orders and Actions to groups outside of Telecommunications.

Assumptions

  • There will be no functional differences between "Service Order Only" Actions and "Task" Actions.

Requirements

#TitleUser StoryImportance
1Change Service Order Only Actions into Task Actions

Functionally, Task Actions and Service Order Only Actions will work exactly the same.  These Actions are used for one-time tasks that can be billed independent from the rest of the Order. 

  • Service Catalog Type list will be changed from "Service Order Only" to "Task"

  • Service Desk Action "Action" list will be changed to include "Task" option ("Service Order Only" will be removed)

    • New list Options:
      • Add
      • Change Types
        • Add Locations
        • Miscellaneous
        • Move
        • Owner
        • Service ID
        • Swap
        • Upgrade/Downgrade
      • Remove
      • Task

Service Desk Actions form will be adjusted:

  • Hide Service ID field
  • Hide Service Host field
  • Hide Service Options
  • Add new Task Details field?
  • Hide Communications tab
  • Hide Cabling tab
Must Have
2SDC logic enhancements to support Task ActionsAction selector on the SDC form will mimic the Action selector on the Service Order Action formMust Have
3Task Actions creation via ImportsAllowing imports to create Task actions will allow users to bulk load TasksMust Have
4Task Action updates for APIAllowing API to create Task actions will allow outside interfaces to add TasksMust Have

User interaction and design 


Questions

Below is a list of questions to be addressed as a result of this requirements document:

QuestionOutcome
Should the new Task Actions have a new tab for "Task Details"No. We recommend using Remarks to track Task Details. This allows customers to have a running log of task notes.
Should we add a "Task Details" field?No. We recommend using Remarks to track Task Details. This allows customers to have a running log of task notes.
Will Tasks be added to CustomerCenter?No.

Not Doing

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