Propose a standard change template

Propose a new standard change template when you identify a need while creating a change request.

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Role required: itil, admin

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As an IT technician, you can propose a new change template for a change request that you frequently create. This new template is later sent for approval to the change management team, which reviews the request and approves the template as part of the approval process.

프로시저

1. You can propose a standard change template by navigating to Change > Standard Change > Standard Change Catalog > Template Management > Propose a new Standard Change Template and filling in the fields on the form.

   표 1. Standard Change Proposal form

   Field	Description
   Short description	Short description of the standard change proposal template.
   Category	Category under which the template is published. For example, Server Standard Changes.
   Sample Change Requests	Change requests that are available as samples for the change that you propose. The Change Management team reviews the requests as a part of the approval process.
   Change Request values	Text which appears as default text in the standard change proposal template.

2. Click Save.
   The proposal is created with the status New.
3. Click Request Approval.
   The proposal is created with the status In Progress.
4. 옵션: Create a standard change template from a change that exists by completing the following steps.
   1. Navigate to Change > Open and click the change whose information you want to use in the standard change template.
   2. Open the form context menu and click Propose a Standard Change Template.
   주:

   • Any change tasks that are included with the change also get copied to the new standard change proposal. The fields copied from both the change and change tasks are defined in the Standard Change Properties.
   • By default, approval records are created for members of the Change Management group.

   Alternatively, as a change manager, create and submit a standard change proposal that can be utilized as a template to draft a standard change request that occurs frequently and is of low risk. By default, the basic standard change proposal workflow sends approval records to members of the change management group where the members verify and modify the records, as appropriate. Navigate to Change > Standard Change > My Proposals. Click New, fill the form, and then click Submit.

   To view standard change templates, users must have the appropriate roles. Users with the following roles can view the standard change templates:

   • admin
   • change_manager
   • sn_change_write
   • itil

결과

A new template record is created for use.