SummitAI Service Management Help
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:
- Click Change > User > New Change Record. The NEW CHANGE RECORD page is displayed.
Figure: NEW CHANGE RECORD page - Select the Change Type as Normal.
- Select the check box Propose For Standard Change.
- Type in the name of the Standard Template in the Standard Template Name field.
- Type in the reason for creating the template in the Proposal Justification field.
- Specify the required details and click SUBMIT. After the CR is implemented, the CR is saved as a Standard Template.
Note:
- To save the CR as a template, the CAB must select it as a Standard Template while approving the CR.
Figure: APPROVAL pop-up page
- The following conditions are mandatory to create a Standard Template for CR:
- Change Type should be Normal.
- Expedited should be No.
- Overall Risk should be Low.
- Is Change Successful? should be Yes.
- You can view the list of Standard Templates on the STANDARD CHANGE TEMPLATE LIST page (Change > User > View Standard Template List).
Figure: STANDARD CHANGE TEMPLATE LIST page