This documentation applies to the 8.1 version of Change Management, which is in "End of Version Support." You will not be able to leave comments.

To view the latest version, select the version from the Product version menu.

Selecting activity templates

The Activity Template function allows you to select any templates that can be made available for your support group. Activity templates are useful in any activity that follows well-defined methods for specific and repeated requirements

To select activity templates

  1. Create or open an activity.
  2. From the navigation pane on the left side of the form, choose Quick Links > Select Template.
  3. On the Activity Template Selection dialog box, click View to examine the contents of an activity template.
    The template appears in read-only mode. Viewing a template lets you see its relationship, its task and task group templates, and other important features.

    Note

    You cannot create, modify, or delete activity templates in the Release Management application; you can only view them. You must use the Application Administration Console to create, modify, or delete activity templates instead. Any member of your support group with Release Coordinator permissions can modify activity templates for that group. For more information, see Configuring activity templates.

  4. Select a template and click OK.
    The contents of the template are applied to the activity. The activity template overwrites any field values that are already present in the activity. If the activity already includes tasks, these are not overwritten. Any additional tasks from the template are added as peers.
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