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(2024.1) Service Order Task Actions - Requirements

Owned by Brian Dixon
Last updated: Apr 02, 2024 by Brian Dixon
2 min read





Target release

2019.4

Epic

PCR360-4036

Document status

done

Last Updated

Mar 27, 2019 



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

Title

User Story

Importance

Title

User Story

Importance

1

Change 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

2

SDC logic enhancements to support Task Actions

Action selector on the SDC form will mimic the Action selector on the Service Order Action form

Must Have

3

Task Actions creation via Imports

Allowing imports to create Task actions will allow users to bulk load Tasks

Must Have

4

Task Action updates for API

Allowing API to create Task actions will allow outside interfaces to add Tasks

Must Have

User interaction and design 







Questions

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

Question

Outcome

Question

Outcome

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