Creating a new change template

Article:HOWTO82269  |  Created: 2012-11-05  |  Updated: 2013-04-18  |  Article URL
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Creating a new change template

You can create your own change templates. Using change templates speeds up the entry of change request information and helps to standardize and increase the accuracy of the change request information. For example, a template can help you create a change request for the occasional change of a user's security configuration. By using a template, you can be sure that the correct steps are followed.

To create a new change template

  1. To open the Manage Change Plan Templates dialog box use one of the following options:

    Option 1:

    • In the Process Manager portal, click Submit Request.

    • On the Submit Request page, under Service Catalog, click Administrative Services.

    • On the right side of the page, click Manage Change Templates.

    Option 2:

    • In the Process Manager portal, click My Task List.

    • Under Task Viewer, under Project Name, expand SD.ChangeManagement.

    • In the list of tasks, find and open the change request ticket.

    • On the change request ticket's Process View page under Process Actions, click Manage Templates.

  2. On the Manage Change Plan Templates page, click New Template.

  3. In the Template Name field, type the name of the template.

  4. (Optional) Provide the following information:

    • Template Description

    • Risk Assessment Score

    • Cost of Implementing

    • Cost of Not Implementing

    • Implementation Plan

    • Testing Plan

    • Backout Plan

  5. Click Save Template.

See About change templates

See Using a change template

See Editing a change template

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