Creating templates for Release Management - Documentation for BMC Helix ITSM: Change Management 21.02

To configure groups that can use the template

The template authoring group specifies the group that can modify this template. If you have the Support Group Admin functional role or the release config or release master permissions, you can assign the template authoring group to any group.

Prerequisite

To modify the template, you must meet the following minimum requirements:

• Have release config or release master permissions, or have the release user permissions in addition to the release coordinator functional role.
• Be a member of the support group.

You can create a template that does not need to be associated up to the Support Group level. You can define the template by:

• Selecting Global in the Company field.

• Selecting only the Company or Company and Organization, and not selecting a Support Group.

Based on the level of access that you provide to the template, all the lower levels are given access to the template. For example, if you provide only Company level access, all Support Group Organizations and Support Groups defined for that company get access to the template. Any new organization or support group added to the selected Company or Organization automatically get access to the template.

1. From the Application Administration Console, click the Custom Configuration tab.
2. From the Application Settings list, select ApplicationName > Template > Template, then click Open. 
3. On the application Template Selection form, click the Authoring Group tab.

4. Click Update.
   The first time you add an authoring group, select the authoring company, organization, and group on the Authoring Group tab and click Save.

5. On the Template Support Group Association dialog box, add or delete any support groups that you have permissions for. If you remove the group's association with the template, it no longer has privileges to use that template.
   
   1. Select the company, support organization, and support group, and then click Add, to add groups that can use this template.
   2. Select the support groups from the list of support groups, and then click Delete.

   3. After adding or modifying the required support groups, click Close and then click Save.
      The information is updated in the Groups that use this template table. If you provide only the company level access or only the support organization level access to a template, a user needs to be a member of at least one of the support groups of that company or support organization for accessing the template.

6. Add or delete any support groups that you have permissions for.
   If you remove the group's association with the template, it no longer has privileges to use that template.
7. Close the dialog box.

If you selected multiple criteria for the same access level, like multiple company names, or multiple organizations for the same company when creating a template, multiple records will be listed on the template selection dialog box for each value defined. For example, if you created a template for two Support Group Organizations of the same company, two records will be listed on the template selection dialog and one entry for the each Support Group organization selected for the company.

Modification of template access levels

You can modify the access level of an existing template to a level higher than the existing access level. When you change the the access level of the template, the system marks any existing access defined for lower access level as inactive and creates a single access record for it. You must make the higher level access inactive to be able to specify lower level access. For example, you must remove Company and Support Organization level access to add Support Group level access.

In case of Global company access, you must delete or make the access inactive to add lower level access.

Example

A template is created for Company - Calbro Services, Support Organization - IT Support, and Support Group - Service Desk. Modify the access level of this template to the support organization level by removing the Support Group value. A message asking you to confirm the change is displayed. Click Yes to modify the access level. The access defined for any support groups under Company - Calbro Services, and Support Organization - IT Support is made inactive and a single access record is created providing access to all support groups in the selected support organization.