Release IT Service Management v1.1.0.0

Author: jlhofmann-microsoft

operations/it-service-management/BUILD.md

@@ -10,8 +10,6 @@ The **IT Service Management (Lite) / IT System Catalog** module provides a struc
 Represents a general service transaction submitted by a user for IT support, provisioning, hardware, software, or other service needs. Parent record for request items.
 
 **Completed:**
-
-**Completed Last Round:**
 - Request Number: Text
 - Request Type: Choice (IT Request Type)
 - Stage: Choice (IT Service Request Stage)
@@ -33,6 +31,8 @@ Represents a general service transaction submitted by a user for IT support, pro
 - Satisfaction Rating: Integer
 - Feedback: Memo
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -41,8 +41,6 @@ Represents a general service transaction submitted by a user for IT support, pro
 A line-level record under an IT Service Request that references a specific IT Catalog Item or fulfillment action.
 
 **Completed:**
-
-**Completed Last Round:**
 - IT Service Request: Lookup (IT Service Request)
 - Line Number: Integer
 - IT Catalog Item: Lookup (IT Catalog Item)
@@ -55,6 +53,8 @@ A line-level record under an IT Service Request that references a specific IT Ca
 - Delivery Date: Date
 - Fulfillment Notes: Memo
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -65,8 +65,6 @@ A line-level record under an IT Service Request that references a specific IT Ca
 Represents a request submitted to obtain, modify, or remove access to systems, applications, data, or other secured resources. Serves as the parent transaction record for access-related actions.
 
 **Completed:**
-
-**Completed Last Round:**
 - Request Number: Text
 - Access Request Type: Choice (IT Access Request Type)
 - Stage: Choice (IT Access Request Stage)
@@ -92,6 +90,8 @@ Represents a request submitted to obtain, modify, or remove access to systems, a
 - Fulfillment Date: Date
 - Closed Date: Date
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -100,8 +100,6 @@ Represents a request submitted to obtain, modify, or remove access to systems, a
 A line-level record under an IT Access Request specifying the individual entitlement, system, or role being requested. Allows a single request to contain multiple access changes.
 
 **Completed:**
-
-**Completed Last Round:**
 - IT Access Request: Lookup (IT Access Request)
 - Line Number: Integer
 - Access Action: Choice (IT Access Action)
@@ -116,6 +114,8 @@ A line-level record under an IT Access Request specifying the individual entitle
 - Related Entitlement Assignment: Lookup (IT Entitlement Assignment)
 - Description: Memo
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -124,8 +124,6 @@ A line-level record under an IT Access Request specifying the individual entitle
 Defines a specific access right, permission set, license assignment, or role that can be granted to a user or system account.
 
 **Completed:**
-
-**Completed Last Round:**
 - Entitlement Code: Text
 - Entitlement Type: Choice (IT Entitlement Type)
 - IT System: Lookup (IT System)
@@ -140,6 +138,8 @@ Defines a specific access right, permission set, license assignment, or role tha
 - Risk Level: Choice (Severity Level)
 - Compliance Requirement: Lookup (Compliance Requirement)
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -148,8 +148,6 @@ Defines a specific access right, permission set, license assignment, or role tha
 Represents the assignment of an IT Entitlement to a person, account, or system. Tracks who has what access and its lifecycle status.
 
 **Completed:**
-
-**Completed Last Round:**
 - Assignment Number: Text
 - Person: Lookup (Person)
 - IT Entitlement: Lookup (IT Entitlement)
@@ -170,6 +168,8 @@ Represents the assignment of an IT Entitlement to a person, account, or system.
 - Revocation Reason: Memo
 - Account Username: Text
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -180,8 +180,6 @@ Represents the assignment of an IT Entitlement to a person, account, or system.
 Defines an orderable IT offering. Represents a published service, product package, provisioning action, or access offering that users can request.
 
 **Completed:**
-
-**Completed Last Round:**
 - Item Code: Text
 - Parent IT Catalog Item: Lookup (IT Catalog Item)
 - Item Category: Choice (IT Catalog Item Category)
@@ -205,6 +203,8 @@ Defines an orderable IT offering. Represents a published service, product packag
 - Is Orderable: Yes / No
 - Tags: Text
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -213,15 +213,15 @@ Defines an orderable IT offering. Represents a published service, product packag
 A junction table linking an IT Catalog Item to one or more IT Technologies. Identifies technologies that are required, delivered, approved, or restricted for that offering.
 
 **Completed:**
-
-**Completed Last Round:**
 - IT Catalog Item: Lookup (IT Catalog Item)
 - IT Technology: Lookup (IT Technology)
 - Technology Relationship: Choice (IT Technology Relationship)
 - Version: Text
 - Is Required: Yes / No
 - Description: Memo
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -232,8 +232,6 @@ A junction table linking an IT Catalog Item to one or more IT Technologies. Iden
 Represents a logical or operational information system. Serves as the primary record for tracking ownership, purpose, lifecycle status, and governance attributes.
 
 **Completed:**
-
-**Completed Last Round:**
 - System Code: Text
 - System Type: Choice (IT System Type)
 - Security Classification: Choice (Security Classification)
@@ -261,6 +259,8 @@ Represents a logical or operational information system. Serves as the primary re
 - Compliance Framework: Lookup (Compliance Framework)
 - Legal Authority: Lookup (Legal Authority)
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -269,8 +269,6 @@ Represents a logical or operational information system. Serves as the primary re
 Represents a structural part of an IT System, such as an application module, service, database, infrastructure element, or interface.
 
 **Completed:**
-
-**Completed Last Round:**
 - Component Code: Text
 - Parent IT System Component: Lookup (IT System Component)
 - IT System: Lookup (IT System)
@@ -284,6 +282,8 @@ Represents a structural part of an IT System, such as an application module, ser
 - Is Critical: Yes / No
 - Dependencies: Memo
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -292,12 +292,12 @@ Represents a structural part of an IT System, such as an application module, ser
 Defines categories or classifications of system components (e.g., Application, Database, API, Infrastructure, Interface).
 
 **Completed:**
-
-**Completed Last Round:**
 - Type Code: Text
 - Component Category: Choice (IT Component Category)
 - Description: Memo
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -306,8 +306,6 @@ Defines categories or classifications of system components (e.g., Application, D
 A junction table linking an IT System (or optionally a specific System Component) to the IT Technologies it uses. Tracks technology usage and version information.
 
 **Completed:**
-
-**Completed Last Round:**
 - IT System: Lookup (IT System)
 - IT System Component: Lookup (IT System Component)
 - IT Technology: Lookup (IT Technology)
@@ -318,6 +316,8 @@ A junction table linking an IT System (or optionally a specific System Component
 - Installation Date: Date
 - End of Support Date: Date
 
+**Completed Last Round:**
+
 **Planned:**
 
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@@ -328,8 +328,6 @@ A junction table linking an IT System (or optionally a specific System Component
 Represents a technology concept, platform, framework, protocol, runtime, standard, or tool used within IT systems.
 
 **Completed:**
-
-**Completed Last Round:**
 - Technology Code: Text
 - IT Technology Type: Lookup (IT Technology Type)
 - Technology Status: Choice (IT Technology Status)
@@ -349,6 +347,8 @@ Represents a technology concept, platform, framework, protocol, runtime, standar
 - Documentation URL: URL
 - Vendor URL: URL
 
+**Completed Last Round:**
+
 **Planned:**
 
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@@ -357,12 +357,12 @@ Represents a technology concept, platform, framework, protocol, runtime, standar
 Defines classification categories for IT Technologies (e.g., Operating System, Database Engine, Framework, Protocol, Security Standard).
 
 **Completed:**
-
-**Completed Last Round:**
 - Type Code: Text
 - Description: Memo
 - Parent Type: Lookup (IT Technology Type)
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -373,8 +373,6 @@ Defines classification categories for IT Technologies (e.g., Operating System, D
 Represents the physical or logical hosting environment for a system or component, such as a data center, cloud region, or managed hosting facility.
 
 **Completed:**
-
-**Completed Last Round:**
 - Location Code: Text
 - Hosting Type: Choice (IT Hosting Type)
 - Physical Location: Lookup (Location)
@@ -391,6 +389,8 @@ Represents the physical or logical hosting environment for a system or component
 - Utilization: Text
 - Description: Memo
 
+**Completed Last Round:**
+
 **Planned:**
 
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@@ -401,8 +401,6 @@ Represents the physical or logical hosting environment for a system or component
 Represents the formal authorization or approval status of an IT System to operate within defined security and compliance parameters.
 
 **Completed:**
-
-**Completed Last Round:**
 - Accreditation Number: Text
 - IT System: Lookup (IT System)
 - Accreditation Type: Choice (IT Accreditation Type)
@@ -421,6 +419,8 @@ Represents the formal authorization or approval status of an IT System to operat
 - Next Assessment Date: Date
 - Supporting Document: Lookup (Document)
 
+**Completed Last Round:**
+
 **Planned:**
 
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@@ -429,8 +429,6 @@ Represents the formal authorization or approval status of an IT System to operat
 Represents a formal evaluation of a system, component, or technology against defined standards, policies, or regulatory requirements. May generate findings or POAM items.
 
 **Completed:**
-
-**Completed Last Round:**
 - Assessment Number: Text
 - Assessment Type: Choice (IT Assessment Type)
 - Stage: Choice (IT Compliance Assessment Stage)
@@ -456,6 +454,8 @@ Represents a formal evaluation of a system, component, or technology against def
 - Next Assessment Date: Date
 - Supporting Document: Lookup (Document)
 
+**Completed Last Round:**
+
 **Planned:**
 
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@@ -464,8 +464,6 @@ Represents a formal evaluation of a system, component, or technology against def
 Plan of Action and Milestones (POAM) record used to track remediation of identified compliance findings, vulnerabilities, or control gaps.
 
 **Completed:**
-
-**Completed Last Round:**
 - POAM Number: Text
 - IT System: Lookup (IT System)
 - IT System Component: Lookup (IT System Component)
@@ -495,52 +493,15 @@ Plan of Action and Milestones (POAM) record used to track remediation of identif
 - Related Risk Item: Lookup (Risk Item)
 - Supporting Document: Lookup (Document)
 
-**Planned:**
-
----
-
-## Reused Core Tables
-
-The following Core tables are used directly by this module:
-
-### Person *(Core)*
-Represents requesters, approvers, system owners, technical contacts, assessors.
-
-### Account *(Core)*
-Represents vendors, cloud providers, hosting providers.
-
-### Organization Unit *(Core)*
-Departments requesting services, owning systems, providing support.
-
-### Location *(Core)*
-Physical locations for systems, hosting facilities, data centers.
-
-### Action Item *(Core)*
-Operational tasks linked to service requests, access provisioning, POAM remediation.
-
-### Agreement *(Core)*
-Service level agreements, hosting agreements, vendor contracts.
-
-### Compliance Framework *(Core)*
-NIST, FedRAMP, ISO 27001, HIPAA, PCI-DSS frameworks.
-
-### Compliance Requirement *(Core)*
-Specific control requirements for systems and entitlements.
-
-### Legal Authority *(Core)*
-Regulatory basis for system operations and compliance.
-
-### Risk Item *(Core)*
-Risks identified during assessments linked to POAM items.
+**Completed Last Round:**
 
-### Document *(Core)*
-System documentation, assessment reports, accreditation packages.
+**Planned:****
 
 ---
 
 ## Choice Fields
 
-**Planned:**
+**Completed:**
 
 ### IT Request Type
 - Service Request

operations/it-service-management/CHANGELOG.md

@@ -2,8 +2,24 @@
 
 ## Unreleased
 
+## [1.1.0.0] - 2026-04-07
+
 ### Added
-- 
+- **IT Service Management Module**: 18 entities with 340+ fields supporting service delivery, access management, system inventory, technology governance, and compliance oversight
+  - Service Request Management: IT Service Request, IT Service Request Item
+  - Access Management: IT Access Request, IT Access Request Item, IT Entitlement, IT Entitlement Assignment
+  - IT Service Catalog: IT Catalog Item, IT Catalog Item Technology
+  - System & Component Management: IT System, IT System Component, IT System Component Type, IT System Technology
+  - Technology Management: IT Technology, IT Technology Type
+  - Hosting & Infrastructure: IT Hosting Location
+  - Compliance & Accreditation: IT System Accreditation, IT Compliance Assessment, IT POAM Item
+- **Choice Sets**: 35 global option sets including request types, access actions, entitlement types, catalog categories, system types, technology status, hosting types, assessment types, finding types, and workflow stages for requests, access, accreditation, assessments, and POAM items
+- **Baseline Forms and Views**: Initial configuration for all 18 entities
 
 ### Changed
-- 
+- **Status Field Refactoring**: Replaced legacy status-specific choice fields with standardized Stage workflow patterns and Core reusable statuses (Item Decision Status, Item Completion Status, Item Validation Status, Action Status, Compliance Status)
+
+### Removed
+- Legacy choice fields replaced with Stage and Core status fields
+
+---

operations/it-service-management/src/Other/Customizations.xml

@@ -1,5 +1,5 @@
 <?xml version="1.0" encoding="utf-8"?>
-<ImportExportXml xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" OrganizationVersion="9.2.26031.180" OrganizationSchemaType="Standard" CRMServerServiceabilityVersion="9.2.26031.00182">
+<ImportExportXml xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" OrganizationVersion="9.2.26031.182" OrganizationSchemaType="Standard" CRMServerServiceabilityVersion="9.2.26031.00182">
   <Entities />
   <Roles />
   <Workflows />