Close a change task

User roles:

Change Manager, Change Coordinator, Change Analyst

After a change task is complete, the person listed in the Assignee field of the task record can close the task.

To close a task, follow these steps:

  1. Click Change Management > Tasks > Task Queue.

    The Change Task queue opens.

  2. Choose one of the following task queues from the View list:

    • All Open Change Tasks
    • Open Change Tasks Assigned to Me

    Change Management displays the selected task queue.

  3. Click the task record you want to close to view its details.
  4. Change the task status to Completed or Completed with Problems.
  5. Enter the Actual Start and Actual End dates.
  6. Click Close.
  7. Select the appropriate Closure Code.
  8. Add any relevant comments in the Closure Comments field.
  9. Click Finish. The change task is closed.

Note You can add parts and labor costs tracking to an incident, problem, change, or request or to any associated task of a record. To do this, navigate to the Cost tab, specify the currency, and then specify the date, part number, and quantity for any parts used.  Alternatively, specify the date, technician name (used to derive the rate from the operator record), and hours worked for any labor. Service Manager will automatically calculate and roll up costs from any sub tasks into the Total cost field on the Costs tab.