How to create a change template

There are the following methods to create a change template:

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Method 1: create a change template from an existing record

From the main menu, select Build > Change. Service Management displays a list of all change records.
Select the record that you want to use as the template.

Click the record identifier in the ID column to display the selected record.
Click More > Create template from record. Service Management displays the new template form with the values copied from the original record.

Every change template takes all the values from the existing record, except:
- Change model
- Dates
- Owner
- Approval status
- Completion code
Edit the template as required.
Click Save on the toolbar.

Method 2: create a new change template

From the main menu, select Build > Change > Templates.
Click New. Service Management displays the New change template form.

Complete the Template details.

Field	Description
Title	A title for the template. You may use a maximum of 30 characters for the title. Best practice: Choose a meaningful, descriptive, and relatively short title. Titles are often the only identification used in selection lists and in other areas to identify component.
Type	This field is auto-completed with the template type: change, incident, or problem.
Description	A description that captures the details of the template. Provide enough information to help future users understand the purpose of the template.

Field

Description

Title

A title for the template. You may use a maximum of 30 characters for the title.

Best practice: Choose a meaningful, descriptive, and relatively short title. Titles are often the only identification used in selection lists and in other areas to identify component.

Type

This field is auto-completed with the template type: change, incident, or problem.

Description

A description that captures the details of the template. Provide enough information to help future users understand the purpose of the template.

Complete the Template content.

General change details

If you populate a field with a value, that value appears in every change where you apply the template. New changes contain that value, unless the end user changes it. If the template is for your exclusive use, it can be helpful to pre-populate some fields that always contain the same information.

Field	Description
Title	This field is read-only.
Description	A description that captures the details of the change.
Reason for change	The reason for the change. Select the reason that most closely matches the purpose of the change request.
Latest execution time	This field is read only.
Justification	The justification for the change. What may happen if the change is not implemented? Best practice: be as specific as possible.
Reported by	This field is read-only.

Classification

Field	Description
Priority	The priority for implementing the change. This is a read-only calculated field.
Owning group	The group responsible for dealing with the change.
Urgency	The urgency value describes how important the issue is for the customer. Service Management uses the urgency value to calculate the priority for the change implementation.
Owner	The person responsible for dealing with the change. The drop-down list displays only people who are members of the owning group.
Impact	The global effect on the user community. Consider whether the change affects the entire enterprise, a business unit, or an individual.
Risk	The risk involved in making the change.
Release	The release, if any, the change record is part of.
Service	The service affected by the change. Services are usually related to one of the following: Infrastructure. For example, database or network services. Business services. For example, email or a web portal.
Category	The category of the change. Service Management uses the category to classify change records.
Subtype	The subtype of change type. One of the following: Minor Significant Major
Change model	This field is not relevant when creating a template. This field is enabled when you create a record.

Change plan

Field	Description
Build and test required	Marks the change as requiring a build and test. Ensure you clear this check box if a build and test is not required.
Implementation plan	Details of the implementation plan.
Remediation plan	Details of the remediation plan.
External reference	The relevant external reference number, if available.

Scheduled times

Field	Description
Breach status	This field is not relevant when creating a change template. This field is enabled when you create a record.
Scheduled start	This field is not relevant when creating a change template. This field is enabled when you create a record.
Scheduled end	This field is not relevant when creating a change template. This field is enabled when you create a record.
Scheduled duration	The scheduled duration for the change. Click the duration to display a widget for editing the value.
Scheduled DT start	This field is not relevant when creating a change template. This field is enabled when you create a record.
Scheduled DT end	This field is not relevant when creating a change template. This field is enabled when you create a record.
Scheduled DT duration	The scheduled downtime duration for the change. Click the duration to display a widget for editing the value.