Change Orders › Create a Change Order Template › Create a Template from a New Change Order

Create a Template from a New Change Order

You can use a new change order ticket to create a template to be used when creating future change order tickets.

Note: See Create a Change Order for details about creating change order tickets.

To create a template from a new change order

1. Select File, New Change Order from the menu bar on the Service Desk tab.

   The Create New Change Order page appears.

2. Complete the fields as appropriate for the template.

   See Change Order Fields for field definitions.

3. Select the Template tab.
4. 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.

5. Click Save.