Change Request Templates

A change request template is a pre-made change request that includes pre-defined information such as scope, summary, linked entities, approval board, other other change-related information. Change request templates are used to speed up the process of creating a change request, and provide consistency of data.

Change Request templates can also be using in workflow to initiate a change at a certain point in the life-cycle of a job.

Use

Give each Change Request template a unique title that describes its purpose and makes identification and searching easy. Select an appropriate category via the drop-down box. The values listed in the category box are configured via the System Code Administration screen.

Defining the layout of the Change Request

Each change request template can have a different set of fields that are used to capture information about the change. Depending on the type of change, use the "Definition" tab of the change request template to select the appropriate fields for the change. Choose from the following list of change-related fields.

Risk assessment
Risk
Implementation
Reason for change
Effect of Non-implementation
Rollback procedure
Test plan
Impact (Systems / Services affected)
Business justification
Cost
Notes

Approval Board

Use the Approval Board tab to configure the approval process that the change requires.

Best practice

Build Change Management Templates for each recurring type of change that is common in your business. Build templates for:

Standard change
Complex change
Workflow-based changes