Applying a template

A template contains data that you can automatically insert into common, high-volume records. Instead of manually entering standard information each time, you can apply a template that contains information such as owner, service group, service, classification, and internal priority. It can also contain activities, labor requirements, and activity owners.

1. In the Incidents, problems, or Service Requests application, display the record to which you want to apply a template.
2. Select Apply Template or click the Apply Template icon.
3. In the Ticket Templates dialog, select the template you want to apply and click OK. If a template contains activities and/or job plans, the system creates a work order activity for each activity on the template and potentially creates an activity work order for each job plan on the template. Addition of activities for job plans is site-dependent. Activities created from job plans include creation of associated labor, materials, services and tools from the job plan.