Page Comparison

What are Standard Templates?

You can create Standard Templates for Change Records on the NEW CHANGE RECORD page and use those Standard Templates to create new Change Records.

To create Standard Templates:

1. Click Change > User > New Change Record. The NEW CHANGE RECORD page is displayed. 
   
   
   Figure: NEW CHANGE RECORD page
   
   

2. Ensure that you select the

   Category 

   Category whose Source Category is configured as Small and

   the 

   the Change Type as Normal to

   view 

   view Propose For Standard Change check box field.

   Note
   title Note:
   In case, if you select Category other than small and Change Type other than Normal, the Propose For Standard Change check box field will not display. You can rename the Category name as per your requirement (for example: IT), however, the Source Category must be configured as Small. For more information about Category configuration, see: Configuring Category. Image Added Figure: CATEGORY page

3. Select the Propose For Standard Change check box. The Standard Template Name and  Proposal Justification fields are displayed.
4. Type in the name of the Standard Template in the Standard Template Name field.
5. Type in the reason for creating the template in the Proposal Justification field.
6. Specify the other required details and click SUBMIT. After the CR is implemented, the CR is saved as a Standard Template.