Hi Thad,

 

We developed this functionality for a client that had licensed our Remedy-based 
ActionProgram Manager Plus which is a process, project, program, portfolio, 
governance, resource, risk and cost management (time and expense tracking) 
application.  They wanted to manage scheduled and unscheduled asset outages.  
The idea was 1) an asset could come off-line at a specific time daily, weekly, 
semi-monthly, monthly, quarterly, semi-annually or annually, for example, the 
3rd Sunday of the quarter at 2PM; 2) some tasks needed to be done before the 
target date / time and some tasks needed to be done after the target date / 
time.   The tasks and dependencies would be saved as a work template in APM 
Plus.  Then, 5 days before the first task, a mini-project plan would be 
generated using the work template defined for that asset.  The person 
responsible for the asset would be notified that he/she has to assign people to 
tasks in the plan.  All of the tasks would be added to the relationships tab on 
the asset record so you could see the history of what has been done on that 
asset, or what will be done.  When the people completed their tasks, they could 
enter the time spent on the task.  The time could be multiplied by a rate to 
calculate an actual cost, and that cost could be added to the asset record too.

 

One of the things that is unique about this solution is that project management 
systems deal with planned start dates or planned finish dates, not middle 
dates.  We re-wrote parts of the application so that the “target date” would be 
the planned finish date for the tasks that come before the “target task” and 
the planned start date for the tasks that come after the “target task.”  That 
way, all of the planned dates would be correct.  The planned dates are during 
prime shift while the “target task” date could be off-shift.  

 

It was a really elegant solution.  We could apply this to incidents or service 
requests if you’d like.  One use might be, when someone requests a service that 
involves multiple tasks to complete, the application could, using workflow and 
a work template, calculate the planned finish date for the service request.  
That date could be sent back to the requestor automatically.   Have you heard 
the ITIL analogy that users out there think of IT in the same way that they 
think of a restaurant?  When you go into a restaurant, the first thing they do 
is give you a menu, which lists what they make and the cost.  You think that 
all of these things will come to your table in a reasonable period of time, and 
if not, you want the waiter to tell you.  (This happened to us last night.)  
Telling the requestor that, “if we start on the project next Monday, we will 
complete the request on June 28th (or whenever), and we’ll automatically send 
you notifications of the status as we progress through the project,” improves 
customer service and builds confidence in IT.

 

Very cool.

 

Stan

w. 310-230-1722.

c. 310-428-5748.

 

From: Action Request System discussion list(ARSList) 
[mailto:[email protected]] On Behalf Of Thad Esser
Sent: Thursday, May 22, 2014 9:13 AM
To: [email protected]
Subject: Scheduling Incidents / Service Requests

 

** 

I am being asked to provide scheduling capabilities for certain types of 
incident requests ("every quarter, automatically create this incident").  Does 
anything like that already exist for Incidents in version 8.1?  I found similar 
functionality for Asset and SLM, but I'm not seeing anything for Incidents.  I 
can build it easy enough, but would like to leverage something out of the box 
if it exists.

 

Thanks,

Thad

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