Change Rule Templates

To log a new Change Record and save it as a Template, perform the following steps:

1. Navigate to Analyst Dashboard.
2. Click Change > Manage Change > Manage Change Requests.
3. The list page of all the logged Change Records is displayed.
4. Click New to log a new Change Record. The New Change Record page is displayed.
5. Search and select the status from the list. The status indicates the stage at which a Change Record is in its life cycle, for example, Requested, Approved, Testing, Implemented, and so on.
6. Fill in the mandatory information in the different fields in the New Change Record page. For more information about creating a New Change Record, refer to New Change Record.
   After entering the details and logging a new CR, if the following conditions are met, then the CR is automatically saved as a Standard Template once you click Save:

• Change Type: Normal
• Category: Small
• Status: Implemented
  
• Propose for Standard Change: Enabled

Figure: Standard Change Template

These Standard Templates will appear in the pop-up window while you are logging a new CR and have selected the Change Type as Standard.

Import Template

When you click the Import Template icon present on the top ribbon on the New Change Record Page, a pop-up window will display all the Change Templates. You can select the Change Template as per the requirement. Click Apply to use the template. All the fields in the new Change Request form will be auto-populated as per the selected template. Click Cancel to exit the process without selecting any Change Template.

Figure: Import Template