Tutorial 4: Change templates
Fusion Manage Extension
This feature is part of an extension. Extensions are a flexible way to access additional capabilities in Fusion. Learn more.
Change templates determine the responsible change coordinators, required approvals, and tasks to complete during change requests and change orders. This means that your change processes are standardized when initiating a new change process as many of the stakeholders and tasks are in place already.
In this tutorial, you'll create and configure a change template that contains yourself as the change coordinator and a few example tasks. This template may then be used by your team when they work through the user tutorials.
Important:
- It is assumed that you are performing these tutorials in your production environment. Therefore, we recommend that you read through the relevant help pages and activities so that you know what the result will be before modifying anything.
- A change template is mandatory when creating a change request and change order. Therefore, in order for your team to complete their tutorials, they must either be given access to create their own change templates or use one that someone else has created and coordinate with the specified change coordinator.
- When it comes time for your team to begin generating production data, you should review the list of change templates and archive any that should not be used for production.
Note: Anyone with the Editor [Change Approval Templates] role can create a change template. So consider who should hold this role.
Prerequisites
Before you can complete these activities, you must have completed Tutorial 1 and Tutorial 3.