Change Templates

Templates are ready-made forms that you can use when filling out a change form. You only need to select a template, and the form is filled in automatically. These are convenient when a change is of standard or recurring type. The advantages of using a template are:

• Creating a change using a template saves time.
• Templates ensure that proper and sufficient information is included in the change.
• Change parameters such as priority, urgency, and assignee can be predefined in the template.

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

This section displays the out-of-the-box (OOB) templates and allows you to create and manage templates for the Request, Problem, Change, and Release modules.

It also includes the following options:

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

• Enable/Disable: You can enable or disable a template as needed.

• Duplicate: You can create a copy of a template, modify it, and use it. 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 modify the copy, the original remains as a backup in case of errors.

• Edit: You can edit the template to make changes to it.

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

2. Enter the following details:

Parameter	Description
Template Name	Enter the name of the template.
Template Technician Access Level	Select the technician(s) who can access the template.
Template Technician Group Access Level	Select the technician group(s) who can access the template.
Template Description	Enter a brief description about the template.
Subject	Enter the subject of the change.
Description	Enter the description of the change.
Priority	Select the priority of the change.
Urgency	Select the urgency of the change.
Impact	Select the impact of the change.
Category	Select the category to which the change belongs.
Change Risk	Select the risk involved in the change.
Change Type	Select the type of change.
Change Reason	Select the reason of the change.
Target Environment	Select the target environment in which the change is applicable.
Technician Group	Select the technician group for the change.
Assignee	Select the assignee if you want to assign the change to a specific person.
Department	Select the department if you want to assign the change to a specific department. This field is optional.
Vendor	Select the vendor from the dropdown list.
Company	Select the company if you want to assign the change to a specific company. Note: This field is available only if the Managed Services Provider feature is enabled.
Location	Select the location if you can find the location from the dropdown. This field is optional.
Tags	Add tags to help identify similar changes(optional).

2. Once all the details are filled in, click Create. The template will be available to the users in the Fill From Template dropdown when creating a change. Similarly, you can create templates for the Request, Problem, Change, and Release modules.