This documentation supports the 9.1 version of Remedy IT Service Management Suite.

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

Configuring change template selection rules

This section explains template selection rules and procedures to configure these rules during creation of change records.

Change template selection rules define the criteria to search a relevant template. With template selection rules defined, a correct template with best match against input criteria is applied to a change record.

The following table provides links to relevant topics:

Goal
Instruction
  • Get an overview of the change template selection rules
  • Understand benefits of applying change template selection rules
  • Understand sort order for a rule

Overview of change templates and template selection rules

  • Understand how change template is applied to a change record in different scenarios
  • Understand the relationship between template selection rules and templates

Scenarios for applying change templates

  • Review detailed step-by-step procedures to configure and use change template selection rules
Managing change template selection rules
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