Configure HRSM One-Step™ Actions for CSM 9.4.0 and CSM 9.5.0 Support of the Task Business Object

If you are using CSM 9.4 or 9.5 content (your system has a Task Group Object with Work Items) then you will need to load the Onboarding 9.4 & 9.5 Content.ced and Offboarding 9.4 & 9.5 Content.ced files.

These files replace the IT Access and IT Equipment One-Step™ Actions for onboarding, offboarding, and transfer so they are compatible with 9.4 and 9.5 content.

To update the One-Step Actions:

1. In CSM Administrator, create a new Blueprint.
2. Select Managers > One-Step.
3. In the Association drop-down list, select HRSM Case.
4. Navigate to the Onboarding folder.
5. Select File > Import.
6. Select the Onboarding 9.4 & 9.5 Content.ced file and select Open.
7. Navigate to the Offboarding folder.
8. Select File > Import.
9. Select the Offboarding 9.4 & 9.5 Content.ced file and select Open.
10. Publish the Blueprint.