Prerequisites:
- You already have an ITPR demo account. If not, you can easily request one with demo data.
- You already signed up for a techwork automator demo account. If not, goto the registration blog post.
Working with the “Personal computer for new employee” template:
IT user
- Login to your ITRP demo account
- Login as beatrice.baldwin@widget.com
Pwd: itrp
- Click “Submit new request”
- Select Service “Personal computing”
- Select “Personal computer for new employee”
- Press “Save”
IT operations – Change manager
- Login to your ITRP demo account
- Login as howard.tanner@widget.com
Pwd: itrp
- Go to the Records console / Changes
- Click on the change “Purchase Request for “Beatrice Baldwin”
Without the automator:
Without the automator 5+ manual steps are necessary.
Effect:
The unnecessary tasks, “Security badge” and “SAP account” are automatically canceled. The change goes immediately to “implementation” without the delay of manual interference.
Standard approach | ITRP workflow automation benefit | Potential saving |
Change manager has to check the request or change description | n/a | |
Compare it with the tasks of the change | n/a | |
Cancel tasks that are not required | n/a | |
Complete the „Cancel unnecesary tasks“ task | n/a | 4 manual steps saved. Potential manual errors eliminated. Potential time delay (CM most likely does not act instantly) eliminated. |
Change runs through automatically |