Follow-Up Activities

As a solution architect, you can select one or more activities and create requirements or work packages as follow-up activities. You can also assign an existing build or single project to the activity (for example, for complex activities such as the implementation of SAP SuccessFactors).

Prerequisites

  • You successfully uploaded the results from SAP Readiness Check to the Simplification Item Management application.

  • You checked the results from the upload and decided for which activities you want to create a follow-up activity.

  • Note that you can only assign an existing project. If no appropriate project is available, create a new project before you start creating follow-up activities.

Assign and Reassign Activities

With the Assignment button, you can assign and reassign activities.

  • Select Assign Item to assign an activity without a follow-up document to an already existing work package or requirement.

  • Select Reassign Item to make changes to an existing assignment.

The Relations and Text tabs of the work package show details about the assignment.

Create a Follow-Up Activity

You can merge several activities of the same type into one follow-up document using the Create function.

Note that the user who created a follow-up activity is automatically assigned as the owner.

To create a follow-up activity, do the following:

  1. From the Activities list, select one or more activities.

  2. Choose (Create).

  3. In the Select Follow-Up Type window, select a follow-up action. If one activity is selected, you can choose the following:

    • Create one Requirement per Activity (1:1)

    • Create one Work Package per Activity (1:1)

    • Assign one Project per Activity (1:1)

    If multiple activities are selected, you can choose the following:

    • Create one Requirement per Activity (1:1)

    • Create one Requirement for all selected Activities. (n:1)

      The system proposes a title for the follow-up document which can be changed after selecting Save.

    • Create one Work Package per Activity (1:1)

    • Create one Work Package for all selected Activities. (n:1)

    • Assign one Project per Activity (1:1)

  4. Choose OK.

    The related screen is displayed.

Create Requirements​

  1. In the Follow-Up Requirement creation screen, change the title of the requirement (if necessary).

  2. To create a requirement, choose Save.

    The requirement information is available in the Activities table.​

Create Work Packages

  1. In the Follow-Up Work Package creation screen, change the title of the work package if necessary.

  2. From the dropdown menu, select a Work Package Classification: Gap, WRICEF, Fit, or Non-Functional.

  3. Choose Save.

    The work package information is available in the Activities table.​

Assign Projects​

You can assign a project to each activity.

  1. In the Project Assignment screen, select an activity.

  2. From the dropdown menu, select a project.

    Only build projects and single projects that have the status Created or Released are available.

  3. To assign the project, choose Save.

    The project information is available in the Activities table​.

For each follow-up activity that you create, a follow-up ID is automatically generated. The follow-up ID is displayed as a link in the Activities table, in the Follow-Up ID column. Simply choose a link to access the work package, requirement, or project in the appropriate application.
Follow-Up Type Application
Work package My Work Packages
Requirements My Requirements
Projects Project Management

Once a follow-up activity has the activity status status Follow-Up Created in the Simplification Item Management application, you cannot change its status within this application any more. To change the status, go to the My Work Packages, My Requirements, or Project Management application (depending on the follow-up type) and select the item.