The Release Manager creates a release record using the following steps.

To create a release record

  1. In the Service Manager console, open the Work Items workspace, and in the Work Items pane expand Release Management.

  2. In the Tasks pane, click Create Release Record.

  3. In the Select Template dialog box, select a release record template and then click OK to open it.

  4. In the release record form on the General tab, enter any necessary information and then click the Activities tab.

  5. Modify the default set of release activities added from the release record template, if any are present. You can add, delete, or modify sets of activities to the release record including the following actions:

    If you add more than 5 levels of nested container activities (container activities containing other container activities), only the first 5 are displayed in the Activities diagram view.
    • Add activities from the list of existing activity templates.

    • Move activities up and down in the order in which they are completed.

    • Move activities in the process list and place them inside container activities.

    • Move activities from container activities and place them anywhere in the process list.

    • Delete activities.

  6. As you add an activity, the activity form opens. Enter necessary information and then click OK to save the activity.

  7. When you have added all the activities you want, click OK to save the release record and close it. The release record then appears in the Release Records: All view.