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.

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.

2. Enter the below 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. It is optional.
Vendor	Select the vendor from the dropdown list.
Company	Select 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.
Location	Select the location if you can find the location from the dropdown. It is optional.
Tags	You can add tags if you want. It will help you in identifying the similar changes. It is optional.

2. 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.