---
title: Registering Change via Template
slug: helium-en/registering-change-via-template
description: Learn how to easily register a change using a pre-registered template in this document. By selecting a template, you can speed up the registration process by grouping similar changes together. Access the Change Management menu, choose the "Register via te
createdAt: 2021-10-19T00:33:06.000Z
---

It allows registering the change via a previously registered template. The idea of the template is to speed up the registration of new changes by grouping them in a similar theme.

## Before getting started

- [x] It is necessary to have registered a template of the portfolio of changes.

## Procedure

1. Access the main menu `Processes > Change Management > Change`;
2. Click on "**Options**" and then on "**Register via template**";
3. Select the template you want;
4. Complete all fields available in the areas: "<font color="#2166ae">**Requester**</font>" and "<font color="#2166ae">**Change**</font>" (including selecting the portfolio you want);
5. It is also necessary to indicate the preliminary information of "**planning**", "**reversion plan**" and "**review and closure**",
6. Click on "**Options**" and then on "**Save**";