You can create a template that can be used later to create change requests with predefined tasks. In addition, templates make the processes easier by populating the fields automatically.
You can create a template of any complexity and prefill any fields, including assignments. A template can be nested, so you can include change tasks into it if necessary.
Templates can be created in two ways:
from scratch
from the change request processed earlier
Templates can be created for standard or normal changes. The difference between the two options is that a standard change template is already authorized. So any standard change request created out of the change template does not go through the authorization stage. And both the normal change template and its change request will be created with the Authorization state.
To create a change template from scratch, complete the steps below:
Navigate to Change Enablement → Change Request Templates.
Click New and fill in the fields.
Click Save or Save and Exit to apply the changes.
Change template state model
The following table lists and describes the available states and their transitions.
State | Description | Available Transition |
|---|---|---|
| Draft | This state is for newly created change request templates. |
|
| Authorization | Approval tickets are sent to the users responsible for the authorization. If anyone rejects, the template returns to the Draft state. |
|
| In Use | This state is for approved templates. The change requests can be created based on the template. To create a change request based on the template, pick a Create Change item in the hamburger menu |
|
| Archived | This is the final state for outdated and approved templates. |
Create a template from a change request
A template can be created only from a change request in the Closed state.
To create a template from a change request, complete the following steps:
Navigate to Change Enablement → Closed and open the change request you need.
In the hamburger menu
, select Create Template.Edit the change request template form.
Click Save or Save and Exit.
As a result, the created template appears in the Change Request Template table and inherits all attributes from the parent record. That means, for example, if the request had some change tasks, the newly created template would have relevant related change tasks templates. The template will have a reference to the change request based on which it was created in the Created From Change Request field.
Template approval procedure
By default, template approval procedure is disabled. To enable it, activate the rule of approval for the table Change Request Template.
Assignment of the responsible persons for the template approval happens automatically when setting a rule of approval.
If a Change Template is created from a change, the CAB participants take part in the approval process. The templates created “from scratch” should be approved by all the users with the change_manager role.
See Approval Management for more information.
