Creating a Change Task Template
Only administrators can create change task templates. For more information, see
Accessing Templates.
Use the following procedure to create a change task template:
1. From the
Implementation Plan table of a change notice template, click the new change task template icon
.
2. The New Change Task Template window opens, allowing you to define descriptive attributes associated with the change task template.
3. You must enter the name of the change task template and select whether to populate the affected objects of the change task. If you choose to populate the affected objects of the change task, the affected objects from the created change notice are copied to the change tasks created by the change task template.
| A Review Required checkbox appears if optional review is enabled. You can select this checkbox to specify whether the change tasks created using this template should be mandatorily reviewed. |
When you have added all information, click OK to create the change task template.
| The change task templates can only be created and used within the context of a change notice template. |
Initially, all members of the context have read access to the change notice template created. Administrators of the context have full control over the change notice template and have access to the
Templates table, where change object templates are managed. To restrict access to change notice templates, administrators can
filter the visibility of the templates.
