Change Request Templates
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 form fields
| Field | Mandatory | Description |
|---|---|---|
| Name | N | Specify a template name. It should be unique. |
| Table | N | Select the Change Requests table. |
| Created from change request | N | In this field, a change request number is specified if a template is created out of an existing request. |
| Short description | N | Add a short description for this template. |
| Template | N | Select fields and specify their values that will be populated to requests created on the basis of this template. Keep in mind that for correct request creation, all mandatory fields have to be specified (such as Change type, Subject, Reason, and others.). Also, do not specify read-only fields, such as Priority or Risk. Attempting to create a change request without following these recommendations will lead to validation errors. |
| State | N | The state of the template. Available options:
|
| Active | N | Select this checkbox to make a template active or inactive. |
Related Lists:
- Change Request Templates. This tab appears after the template is saved. On this tab, create change task templates and relate them to this template. If a change request is created based on a template with a related task template, it will also have subtasks.
- Requested Approvals. This tab appears after the template is saved. On this tab, you can find template approval tickets that were sent but not processed yet.
- Completed Approvals. This tab appears after the template is saved. On this tab, you can find already processed either declined or approved tickets.
Change template state model
The following table lists and describes the available states and their transitions.
| State | Description | Available transitions |
|---|---|---|
| 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 burger 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 burger 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 an approval rule for the Change Request Template table.
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 Approvals for more information.