Creating a change template

[#1]

Our shop has a need to create a change template (for loading multiple change tickets with set configuration items).

I read the wiki site and found the instructions on "Create Change Request Tasks with a Template"

From the Wiki Site @SN
Create the necessary Templates
First create the master Template. Navigate to System Definition --> Templates and click New. Give your Template a name, set the table (in this case to change_request), check the Stand alone checkbox, add fields set be set automatically in the Change Request, and save the record by right-clicking the header bar and selecting Save.


When I go into our development environment or our production environment, I don't have the "Templates" option under the System Definition menu.

May I know if I need to create these templates using another set of directions?

[#2]

I am have figured this out already. Let me test my theory first.

[dan_sherwin]

Hi Kimberly,

The Templates app is not active by default. You can edit the app and make it active or you can also access templates by right clicking on the top of the change form and edit templates.

Dan

[#4]

1. Open a new change
2.Click on the drop down next to the green box in the top left hand corner of the change.
3.Select the Template -> option from the pick list
4. Select the "Edit Templates" option from the sub options list.
5. Select the "NEW" command button
6.On this screen, you will setup the criteria that will be loaded to the change ticket when you use the newly created template:
7. Click the "Update" command button to save your work.

How to use the newly created functionality:
1. Create a new change ticket in the ITIL Change module
2.Select the drop down arrow next to the green are box at the upper left hand of the change module
3. Select "Templates" / "Apply Template ->" ; then select the new template you created.
4. Once you select the template, the newly created template will load the data that was coded.

ADVANCED FEATURES:
Once you have created the template, you all have the functionality to "schedule" the template getting deployed at a set time.

1. Click the drop down next to "Change Request".
2.Select Templates
3.Select Edit Templates

Then you can schedule the template to load a change request daily/weekly/monthly.