Change Templates Tab

The Change Templates table lists all personal change templates that you have created and all enterprise change templates for your company or business unit. Change Administrators can view all the templates defined above and below their organization hierarchy.

See Also
My Changes
About Change Templates

From the My Changes page, click the Change Templates tab.

Field Description
Name Name of the change template. This column contains highlighted links. Click a name to go to the Properties page for that object.
Type Change template type or subtype
State State of the template: active or inactive. Only active templates can be used.
Owning Organization The organization that owns the change template.
  • Users see their own personal templates, templates defined for their organization and parent organization in the same upward hierarchy.
  • The Change Administrator sees all the enterprise change templates within their own hierarchy both upwards and downwards.
Availability Enterprise or Personal
Description Details about the change template
Owner Person who has responsibility for the template
Change Policy Default policy of change orders created using this change template
Change Type Default type or subtype of change orders created using this change template
Edit Shows to modify the change template.
  • Users who have the Change Administration role can edit their own personal templates and all Enterprise change templates within their organizational structure.
  • All other users can edit only their own personal templates.
See Editing Change Template Details.
File Click the file icon to check in a file

Actions

The following actions are available on the Change Template tab toolbar.

Field Description
Create Change Template

Click to open the Create page. See Creating a Change Template.
Activate / Deactivate

Changes the change template state from Active to Inactive or vice-versa. Only active templates can be used to create change orders. Only the owner can deactivate a template. A template can be deactivated even if there are existing change orders based on the change template. This has no impact on existing change orders.
Delete

Permanently deletes selected change templates. Only change templates that are not connected to any change order can be deleted. Only the owner can delete the change template.