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Version: 8.4

Change Templates

Templates are ready made forms which can be used while filling up the change form. The user only needs to select them and the form will get automatically filled. These are convenient when a change is of standard or recurring type. The advantages of using a template are:

  • Creating a change using template saves a lot of time.
  • The templates ensure that proper and sufficient information is available in the change.
  • The change parameters like priority, urgency, assignee can be predefined in the template.

To view the Change Templates, navigate to Admin > Change Management > Change Templates > Change tab.

Change Templates

Here, you can create and manage templates for Request, Problem, Change, and Release modules. Also, it has the below options:

  • Create Template: You can create a template from the scratch.

  • Duplicate: You can create a duplicate copy of a template to make some changes in it and use. This has two benefits:

    1. If you are creating a new template similar to the existing one, you do not need to start from the scratch.
    2. If you are modifying the existing one, the original works as a backup in case of errors.
  • Edit: You can edit the template to make changes in it.

  • Delete: You can delete the unwanted templates. A confirmation message appears. Click Yes to continue or Cancel to stop the process.

Create Template

  1. Enter the below details:
ParameterDescription
Template NameEnter the name of the template.
Template Technician Access LevelSelect the technician(s) who can access the template.
Template Technician Group Access LevelSelect the technician group(s) who can access the template.
Template DescriptionEnter a brief description about the template.
SubjectEnter the subject of the change.
DescriptionEnter the description of the change.
PrioritySelect the priority of the change.
UrgencySelect the urgency of the change.
ImpactSelect the impact of the change.
CategorySelect the category to which the change belongs.
Change RiskSelect the risk involved in the change.
Change TypeSelect the type of change.
Change ReasonSelect the reason of the change.
Target EnvironmentSelect the target environment in which the change is applicable.
Technician GroupSelect the technician group for the change.
AssigneeSelect the assignee if you want to assign the change to a specific person.
DepartmentSelect the department if you want to assign the change to a specific department. It is optional.
VendorSelect the vendor from the dropdown list.
CompanySelect the company if you want to assign the request to a specific company.

Note: This field is available only if the Managed Services Provider feature is enabled.

LocationSelect the location if you can find the location from the dropdown. It is optional.
TagsYou can add tags if you want. It will help you in identifying the similar changes. It is optional.
  1. Once all the details are filled, click Create. The template will become available to the users in the Fill From Template dropdown at the time of change creation. Similarly, you can create templates for Request, Change, and Release modules.