Registering Change via Template
It allows registering the change via a previously registered template. The idea of the template is to speed up the registration of new changes by grouping them in a similar theme.
Before getting started
It is necessary to have registered a template of the portfolio of changes.
Procedure
- Access the main menu Processes > Change Management > Change;
- Click on "Options" and then on "Register via template";
- Select the template you want;
- Complete all fields available in the areas: requester and change (including selecting the portfolio you want);
- It is also necessary to indicate the preliminary information of "Planning", "Reversion Plan" and "Review and Closure",
- Click on "Options" and then on "Save".