1. Create a change order template by creating a change order and assigning it a template name.
For example, create change order #66: enter "Chg66template" in the Template Name, in the Template Active field, the value is Active, Save the change order, close the window.
2. Immediately, from the Service Desk tab, click "File" and select "New Change Order from Template". The Change Order Template Search form is displayed in a new window. The change order might not be included in the list (but it should be); click "Search" and the change order is included in the list. Close the template search window.
Note that in the example, CO63template is present but the new template Chg66template is not in the list.
After clicking on "Search", the new template appears in the list:
3. Open the change order that was created in step #1, set the template from Active to Inactive, click Save, close the window.
4. Immediately on "File" and select "New Change Order from Template" in the Service Desk tab. The Change Order Template Search form is displayed in a new window and the change order is still in the list (but it should not be); click "Search" and the change order is no longer in the list.