Create a change approval template

Change approval templates must be created before change requests (CR) and change orders (CO) can be processed. They determine the list of required approvers and responsible change coordinators. Each template defines the responsibility for both related change requests and change orders. This enables you to involve the same group of people for requests and related orders, but they can also be different.

In addition to the responsibility, the templates can also be used to define standard tasks to be accomplished as part of a change process. These template tasks help to standardize change execution but are not mandatory to use. If defined, the templates will drive the creation of change tasks in context of change requests and change orders – where the list of tasks still can be adjusted to still provide full flexibility. A change order and its originating change request usually are linked to the same template, but there is also the capability to change this.

When creating a new template, a unique name has to be provided. This name will be listed later on when selecting the right template for a change order or change request.

Management of change approval templates is only possible for people having role Change Approval Templates [R/W] assigned.