4. Create Template from Completed Change

A Standard Change Template can be created from an existing completed change.

Before you begin

Role required:  x_usdml_unifyevent.template_admin

You must be the Event Assigned to user or a member of the Event Assignment group to perform these steps.

Procedure

1. Navigate to ProcessX > Events > Closed Events.
   
2. Open the change record you want use as a Standard Change Template.
   
3. On the event form, click the Create Standard Change Template related link.
   
4. A new Standard Change Template event is created, pre-populated with details from the change event. That event is indicated in the Origin
   
5. Continue creating and approving the template. For guidance, see Standard Change Template\Review Event Plan and Standard Change Template\Plan Change.

Reference Changes

The approved template has a Reference Changes related list which includes the originating change event.