Change Request Templates

Change Request Templates

A change request template is a pre-made change request that includes pre-defined information such as scope, summary, linked entities, approval board, other other change-related information.  Change request templates are used to speed up the process of creating a change request, and provide consistency of data.

Change Request templates can also be using in workflow to initiate a change at a certain point in the life-cycle of a job.


Give each Change Request template a unique title that describes its purpose and makes identification and searching easy.  Select an appropriate category via the drop-down box.  The values listed in the category box are configured via the System Code Administration screen.

Defining the layout of the Change Request

Each change request template can have a different set of fields that are used to capture information about the change.  Depending on the type of change, use the “Definition” tab of the change request template to select the appropriate fields for the change.  Choose from the following list of change-related fields.

  • Risk assessment
  • Risk
  • Implementation
  • Reason for change
  • Effect of Non-implementation
  • Rollback procedure
  • Test plan
  • Impact (Systems / Services affected)
  • Business justification
  • Cost
  • Notes

Approval Board

Use the Approval Board tab to configure the approval process that the change requires.

Best practice

Build Change Management Templates for each recurring type of change that is common in your business.  Build templates for:

  • Standard change
  • Complex change
  • Workflow-based changes

See Also

Change Management Overview

Creating a new change request

Approval Process

Templates Overview

Implementing Change

Change Request Implementation

Job Overview

Workflow - Change Management Template


Workflow Overview

General Administration

System Code Adminstration