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Print Templates

Streamline your change management process by generating customized printouts of change requests.

This page provides a comprehensive guide to creating and managing print templates specifically for Change forms within the Change Management module. By leveraging these templates, administrators and IT staff can customize the presentation of change request details for various purposes, including record-keeping, auditing, and stakeholder communication. This ensures consistency and efficiency in how change-related information is documented and shared across the organization.

To view the Print Templates page, navigate to Admin > Change Management > Print Templates and select the Change tab.

Here, you can do the following:

  • Search: You can search for the required entry based on the Name column.
  • Create Print Template: You can create a new print template.
  • Enabled: You can enable or disable a print template.
  • Set as Default: You can set a print template as the default template.
  • Duplicate: You can create a duplicate print template.
  • Edit: You can edit the existing print template.
  • Delete: You can delete the template if not required. A confirmation message appears. Click Yes to continue or Cancel to stop the process. Only custom templates can be deleted.

Create Print Template​

To create a print template:

  1. Click Create Print Template. A pop-up window appears.

  1. Enter the below details:
ParameterDescription
Template NameEnter the name of the template.
Template DescriptionEnter a short description about the template.
Print FormatCreate a template that defines howChange details will appear when printed. Use the Insert Placeholder button to add placeholders for fields such as Change ID, Change Requester, Subject, Task Details, etc. For placeholders like Task Details, which contain selectable columns, you can configure the displayed columns using the Placeholder Configuration section. This section allows you to select or remove specific columns to control the level of change information included in the print format.
  1. Once done, click Create. Once created, it will be in disabled state. So first enable it to use for printing the details. Then the created template will appear on the "Change Details" page at the time of printing the Change request.