Change Orders › Create a Change Order Template › Create a Template from an Existing Change Order

Create a Template from an Existing Change Order

You can use an existing change order ticket to create a new change order template. The template can be used as a model when creating future change order tickets.

Note: See Edit a Change Order for details about editing change orders.

To create a template from an existing change order

1. Select Change Orders, Assigned or Unassigned, and the priority level on the Service Desk tab.

   The Change order List appears.

   Note: Some roles can only access certain ticket types through the Search menu on the Service Desk menu bar.

2. Select the change order to edit.

   The Change Order Detail page appears.

3. Click Edit.

   The Update Change order page appears.

4. (Optional) Edit the change order fields as appropriate.

   See Change Order Fields for field definitions.

5. Select the Template tab.
6. Complete the following fields:

   Template Name

   This name appears in the list of available templates.

   Template Class

   (Optional) You can assign a class to the template.

   Quick Template Type

   You can use quick templates to define new requests on the Quick Profile Scratchpad. Select one of the following options:

   • None
   • Quick
   • Review Before Save

   Template Active

   Specifies whether the template is active or inactive in the database.

   Description

   Describe the template settings and intended usage. This field can be used as a filter when searching for a template. Wildcard searches are supported.

7. Click Save.