Creating Standard Templates

Owned by Enterprise IT
May 10, 2024
2 min read

SummitAI Service Management Help

Change Management

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 whose Source Category is configured as Small and the Change Type as Normal to view Propose For Standard Change check box field.

    Note:

    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.


    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.

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:
    • Category Should be Small. 
    • 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).

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