Change Template View

Template View displays the changes requests as an extensive list. The crucial information of a change request is displayed as fixed columns, while further information can be viewed under the subject of the request.

The summary of tasks in change requests, along with the percentage completed, is indicated in the template view using an interactive pie chart icon.

Role Required: Users with View Changes permission.

Contents

• Custom Views 
• Toolbar Actions
  • Column Chooser
  • Search Changes
  • Create New Change Requests
  • Bulk Actions
  • Apply Row Colors
  • Customize Layout
• Template View Actions
• Template View Indicators

Custom Views 

You can filter the change requests in your template view page based on specific criteria to create your own customized page of change requests. To learn more, refer to Change Custom Views.

Toolbar Actions 

Choose Columns to display

Column chooser helps you customize the additional information you want to view below the change request title. You can choose up to 70 columns to view on the change template view page and re-order the columns using the icon.

Search Changes

You can search through all the columns present in the change template view.

1. Click theicon on the toolbar.
2. Select the criteria and value.  You can add several criteria by clicking icon.
3. Click Search.

Create New Change Requests

Create new change requests by clicking the New Change button on the toolbar. Use the icon to create a change request using predefined templates.

To learn how to add the relevant details in New Change form, refer to Create Change Request page.

Bulk Actions

You can select multiple change requests and perform bulk operations such as delete, pick up, close, or assign several change requests to a technician in one go.

Apply Row Colors

You can color-code change requests based on their Stage, Change Type, Workflow, Template, or Change Risk by clicking the Row Color Settings icon . To learn more, refer to Color-Coding Changes page.

Customize Layout

You can customize the layout of the template view by clicking Table Settings icon .

• Records per page: Limit the number of change requests displayed on a page.
• Sort By Column: Sort and view the change requests based on the criteria listed in the drop-down.
• Refresh Frequency: Set a 3, 5, 10, or a 30-minute interval to auto-refresh the template view page.
• Display Density: You can choose to view the change requests in a compact, dense manner or in a comfort, more spacious manner.

Template View Actions 

Edit/Delete Changes - You can edit/delete an individual change request by clicking the icon.

View Notes - Click the Notes icon to view/add notes to the request. If no notes are added to the change request, the icon will appear grey. Once you add a note, the icon will turn yellow.

View Change Workflow - Hover over the Workflow icon  to preview the workflow applied. The workflow icon appears with different colors to indicate the status.  Click the icon to view the workflow and the current position of the change request in the workflow.

Preview Summary of Change Request - Hover over the change request title to preview the vital details as a popup.

• You can click the icon in the pop-up to view the change request in calendar view.
• If a change request conflicts with a freeze or maintenance window, you can access the scheduler from the pop-up to sort out the conflicting schedules.

Monitor Tasks - You can view all task-related information at a glance under the Tasks column. The task information is displayed using a pie chart that shows the number of tasks associated with the request and progress in completing them.

Hover over the progress bar to view the task details briefly such as the total pending tasks, completed tasks, and assigned tasks.

To view a comprehensive summary of tasks information, click the pie chart.

Template View Indicators 

: Indicates the change workflow is in progress.

: Indicates the change workflow is completed.

: Indicates that no change workflow is associated.

: Indicates that the change workflow is failed or stopped temporarily.

: Indicates general change requests.

: Indicates emergency change requests.

: Indicates that no notes are added to the change request.

: Indicates that notes are added to the change request.

: Indicates invalid workflow (appears in the Workflow column along with the additional details)

: Indicates VIP requesters.

: Indicates that the change conflicts with the freeze window/maintenance window schedule

: Indicates that the change freeze is initiated (appears beside the Change Title)