Creating and Managing Change Mode Templates

Because each Change Mode can correspond to a different form, templates cannot be shared between Change Modes. If you want to create a new ticket using a template, you can only select the templates belonging to that Change Mode.

There are two approaches to creating a Change Mode template: Using an existing change request, or using the Template Manager.

To create a template using an existing change request:

1. Navigate to the Change module.

2. Open the ticket that you wish to use as the basis for your template.

   Tip: ChangeGear displays the Change Mode in the title bar of the ticket window. If the window just shows the ticket ID and status, then the ticket does not have a Change Mode applied. You can also determine a ticket's Change Mode by adding the Change Mode Name column to the current view. For more information, see the Adding and Removing Columns topic under Using the Grid.

3. Modify the ticket fields so that they contain the information you want to use in your template.

4. In the ticket's toolbar, click the down arrow next to Templates.

5. Select Save As Template.

   Note: If you are unable to see the Save As Template option, contact your local ChangeGear Administrator regarding Template privilege options.

6. Enter the Name and Description of the template in the Template Properties dialog.

7. Click OK. A confirmation dialog displays.

To create a template using the Template Manager:

1. Open the Template Manager by navigating to a module and clicking the Template Manager link in the Other section of the menu.

2. Click New.

3. In the Module drop-down, select Change and click OK.

4. Select the Change Mode that the new template will be created for.

5. Modify the ticket fields so that they contain the information you want to use in your template.

6. Click the Save icon in the top-left corner of the window.

7. Enter the Name and Description of the template in the Template Properties dialog.

8. Close the template.

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