Create a Change Order to Initiate a Harvest Package

Service Desk User Tasks (Connector for CA Unicenter® Service Desk and CA Software Change Manager for Distributed) › How Service Desk to Harvest User Tasks are Integrated › The Service Desk and Harvest Integration Overview › Create a Change Order to Initiate a Harvest Package

Create a Change Order to Initiate a Harvest Package

The Service Desk analyst creates a change order to identify the work to be performed. This information is transferred to Harvest in the package created under the associated Harvest project.

To create a change order

Select New Change Order from the Service Desk File menu.
The Create New Change window opens.
Complete the required fields listed in the following table:

Field	Description
Order Description	A detailed description of this change order or request. On search windows that display this field, enter the first characters in the field and click Search.
Need By Date	The date and time specified in the Service Desk ticket (e.g., change order) by which you want the ticket closed and resolved.
Project	Service Desk asset or project CI that was set up to point to the project in the external system, like Harvest or CA Clarity PPM. You must define the external project to Service Desk before you can initialize integration with the external project. This Project field is then used in the change order that you create to link it to the project in the external sstem.
Requester	The name of the person initiating the ticket (record). This person must be a defined contact in Service Desk.
Affected End User	The name of the person affected by the ticket (record). This may be the same person who reported the ticket. This person must be a defined contact in Service Desk.
Priority	Shows how much attention a ticket should receive. Your system administrator can modify the default priority codes, so they can vary from one installation to another. In search areas and on windows where you can edit this field, select the value you want to use from the associated drop-down list.

Complete any other field information that you may require, such as Order Summary.
Click Category to select Project.Maint Harvest Only as the required category. This is the pre-defined category you must use for the Harvest integration. It has three workflow tasks associated with it.
Click the search icon beside the project. Select the Service Desk project CI that you previously created. This field identifies the Harvest Project to Service Desk and associates the change order you create with the Harvest project.
Click Save.
The change order is created.