---
title: Registering Change via Template
slug: citsmart-8-en/registering-change-via-template
description: Learn how to streamline the change registration process by using a pre-registered template in this comprehensive document. Follow step-by-step instructions including accessing the change management menu, selecting the template, filling out all necessary f
docTags: 
createdAt: 2022-01-19T22:20:05.000Z
---

It allows <font color="#3b9f0f">**registering the change via a previously registered template**</font>. The idea of the template is to speed up the registration of new changes by grouping them in a similar theme.

## Before getting started

- [x] It is necessary to have registered a template of the portfolio of changes.

## Procedure

1. Access the main menu `Processes >
    Change Management > Change`;
2. Click on "**Options**" and then on "**Register via template**";
3. Select the template you want;
4. Complete all fields available in the areas: requester and change
   &#x20;(including selecting the portfolio you want);
5. It is also necessary to indicate the preliminary information of "**Planning**",
   &#x20;"**Reversion Plan**" and "**Review and Closure**",
6. Click on "**Options**" and then on "**Save**".