Creating an Execution Plan

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1 Overview

Administrators and catalog administrators can create and manage execution plans.

Developing an execution plan involves these general steps:

  1. Create the execution plan record.
  2. Associate the execution plan with one or more catalog items.
  3. Create the task templates to define the tasks that make up the execution plan.
  4. Associate any catalog item variables to tasks if required.

2 Create an Execution Plan record

First, create a record for the plan itself.

  1. Navigate to Service Catalog > Catalog Policy > Execution Plans.
  2. Click New.
    New Execution Plan.png
  3. Enter a Name and Short description for the execution plan.
  4. Specify delivery information in the Total delivery time and On Calendar fields.
  5. Click Submit.

2.1 Specifying Delivery Information

Use the Total delivery time field to specify an estimated delivery time for each task in your execution plan. This estimate is calculated based on the combined total of times for the tasks in that execution plan.

By default, time estimates do not use a "working days" calendar system, but are based on simple elapsed time. For example, for a 5-day execution plan, if you submit the request on a Friday, the delivery date is Wednesday of the following week (5 elapsed days later), even if your organization does not work weekends.

Use the On Calendar field to specify a calendar system to apply to the execution plan, to help estimate more accurate delivery times.

If using this calendar system for estimated delivery time, ensure that estimates are expressed in working hours and days. For example, a task which is supposed to take 1 day on a 9-5 calendar is assumed to take 24 working hours, and so actually takes 3 working days.

Note: This calendar system is used to help provide delivery estimates only, and is not linked to any SLAs you might set on execution tasks.

3 Associate the Plan with Catalog Items

After you submit the execution plan record, select a catalog item to use this plan.

Note: This association can be done at a later date, but doing it at this stage allows you to access relevant catalog item variables in the execution plan.

  1. Navigate to Service Catalog > Catalog Definition > Maintain Items.
  2. Select a catalog item.
  3. In the Execution Plan field, select the new execution plan.
  4. Click Update.

4 Creating Task Templates

Each execution plan contains one or more task templates, which define actions that must be taken to fulfill a request. After creating the execution plan, you should now define these task templates.

When the relevant catalog item is ordered, request tasks will be generated for that requested item, based on this information.

See Creating Execution Plan Tasks for more information.

5 Adding Catalog Item Variables to Tasks

Some tasks require additional information before they can be fulfilled. For example, when a user requests a laptop, the fulfillment group may need to know what screen size and how much memory to order.

Each catalog item can contain one or more variables for gathering information from the user who requests the item. Assuming that the relevant catalog items have been associated to the execution plan, you can associate these variables to the specific created tasks that need the information.

  1. Navigate to Service Catalog > Catalog Policy > Execution Plans.
  2. Open an execution plan.
  3. In the Execution Plan Tasks related list, open a task.
    Make sure the form shows the Plan view. If not, right-click the header bar and select View > Plan.
  4. Go to the Available Variables related list and click Edit.
  5. Use the slushbucket to select the variables that are appropriate for the task.
    Consider all the types of catalog items that might use this execution plan, and select all the variables that might be assigned to them.
  6. Click Save to associate these variables to the execution plan task, making them accessible.
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