Applying a change template to an existing change request

To select templates

1. Create a new change request.
2. To attach a change template click the Template field on the change form.
   You can apply the change template in the Draft state; that is, while creating the change request.

3. On the Change Template Selection dialog box, click View to examine the contents of a change template.
   The template appears in read-only mode. Viewing a template enables you to see its relationship, its task and task group templates, and other important features. You cannot create, modify, or delete change templates in the Change Management application; you can only view them. You must use the Application Administration console to create, modify, or delete change templates. Besides change managers, users with Infrastructure Change Master and Change Config permissions can create, modify, and delete change templates. Any member of your support group can modify change templates for that group. For more information, see Configuring templates.

   Important

   By default the Change Type and Uses Phases fields are not displayed. To view these fields, users can select these values from the Preferences > Add column menu.

4. Select a template and click OK.
   • The contents of the template are applied to the change request. The change template overwrites any field values that are already present in the change request, including any relationships or tasks included with the change request.
   • The value of the Notes field value from template is appended to existing value.
   • NULL values in the template overwrite existing values, except for the following fields:
     • Summary
     • Categorization Tier 1
     • Change Timing
     • Change Type
     • Impact
     • Priority
     • Location Company
     • Product Cat Tier1
     • Region
     • Risk Level
     • Service+
     • Urgency
     • Change Environment
     • Lead Time
     • Change Reason

To associate a custom process flow with a change template

You can create and modify custom process flows, which determine the change lifecycle. You must associate the custom process flow with the appropriate change template or templates. Then when the change coordinator selects the template on the change request form, the custom process flow applies to the change request. 

1. From the Application Administration Console, click the Custom Configuration tab.
2. From the Application Settings list, select Change Management > Template > Template, and then click Open.
3. Either search for and open an existing change template, or create a new change template.
4. Click the Process Flow tab.
5. In the Change Process Flow field, select the custom process flow.
   The Status Transition field displays a textual representation of the status flow transitions.
6. Click Save.