Creating Standard Templates

Owned by Enterprise IT
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
2 min read

SummitAI Service Management Help

Contents
Change Management
Change Manager
Change Record Status
Change Types
Various Roles in Change Management Approval Flow
End User Change Management
Creating Change Request
Viewing Change Request
Analysts
Creating Change Records
Approving Change Records
Creating Tasks for Change Records
Logging Defects
Creating Standard Templates
Scheduling CAB Meeting
Viewing List of Change Records CRs
Viewing List of Tasks
Administrators
Configuring Change Management Module
Configuring Change Category
Configuring Category
Configuring Custom Fields for Change Management
Configuring Change Advisory Board (CAB) Members
Configuring Defect Severity_CM
Configuring Defect Priority_CM
Configuring Fields_CM
Configuring Impact_CM
Configuring Lead Period_CM
Configuring PIR Reviewer_CM
Configuring Priority_CM
Configuring Priority Matrix_CM
Configuring Risk_CM
Configuring Risk Matrix_CM
Configuring Risk Questions and Answers_CM
Configuring Change Manager
Configuring Change Types
Configuring Closure Codes
Configuring Checklist
Configuring Status_CM
Configuring System Impact_CM
Configuring Task Template_CM
Reports
Change Record List
Change Record Schedule Report
Change Type Report
Change Record Workgroup Report
Change Record Status Summary Report

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. 

    NEW CHANGE RECORD page
    Figure: NEW CHANGE RECORD page

  2. Select the Change Type as Normal.
  3. Select the check box Propose For Standard Change.
  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 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.
  • CAB members can view the list of Standard Templates on the STANDARD CHANGE TEMPLATE LIST page (Change > User > View Standard Template List).

STANDARD CHANGE TEMPLATE LIST page
Figure: STANDARD CHANGE TEMPLATE LIST page