Development and automation

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • This phase is used to track and complete critical activities including account relationship management, maintenance scheduling, Service Level Agreement (SLA) definition, and Service Exchange installation (when required).

    Stage Activity Details
    Development & Automation The following activities are available with the base system:
    • Setup account relationships
    • Set maintenance schedules
    • Create process SLAs and offerings
    • Reporting
    • Catalog development (general)
    • Related work
    Hinweis:
    If you have selected any of the Service Exchange integration options in the Initial Setup stage, the relevant activities are displayed and you can configure them as required.

    These activities can be configured according to your requirements. You can add or delete tasks, and modify them as required. In the Related work activity, you can create ad-hoc tasks if necessary. See Configure onboarding tasks in playbook for details on simple configuration tasks.

    Review the data and select Mark Complete to move to the next stage.