Modify or retire a standard change template

You can modify and retire standard change templates based on your organization's requirements.

Before you begin

Role required: admin or change manager

Procedure

  1. Navigate to Change > All Templates.
  2. Select the template you want to modify or retire.
    OptionDescription
    Modify a standard change template
    1. Click Modify Template under Related Links.
    2. Enter your modifications in the Modify a Standard Change Template form.
    Retire a standard change template
    1. Click Retire Template under Related Links.
    2. Enter your business justification to retire the specific template in the Retire a Standard Change Template form.
  3. Perform one of the following actions:
    • Click Save. The modifications are saved but not sent for approval.
    • Click Request Approval. The template is sent for approval to the change management team.