Create a security incident response template

Security incident response templates are used to create security incident catalog items that share the same information.

Before you begin

Role required: sn_si.admin


  1. Navigate to Security Incident > Catalog & Knowledge > Security Incident Templates.
  2. Click New.
  3. Fill in the fields on the form, as appropriate.
    Table 1. Security Incident Template form
    Field Description
    Request information
    Name Unique and descriptive name for this template.
    Short description Content that is copied into the Short description field of a security incident when this template is used.

    This content is not used if the security incident was created from an incident, problem, or change request. In these cases, the short description of the source task is used instead.

    Description More in-depth description of the purpose of the template.
    Checklist template An informal list of questions or tasks used as a reminder for the agent working on this task.
    Task information
    Task type The task type to be associated with the template. The task types for all installed service management applications can be selected.
    Name Unique and descriptive name for this task. As you start to type the description, fields for your next task appear.
    Description A description of this task.
    Depends on The tasks that must be completed before this task can be performed. To make this selection for the first task, you must create subsequent tasks.
    Checklist template An informal list of questions or tasks used as a reminder for the agent working on this task.
  4. To add more fields for either the request or task sections:
    1. Click Edit fields in the form header.
      An add field choice list appears in the Request information and Task information sections.
    2. Select the field to add.
      The field is added to the form and you can add more fields, if required.
  5. Click Submit.
  6. In the Publish Template dialog box, select a category from the Category drop-down list.
    Categories for the security incident catalog are defined from Service Catalog > Catalog Definitions > Maintain Categories.
  7. To attach a knowledge model to the template:
    1. Scroll to the Model knowledges related list.
    2. Click New.
    3. Click the lookup icon beside the Knowledge field.
    4. Locate the knowledge article to add and click its number.
    5. Click Submit in the Model Knowledge form.
    6. Repeat these steps for every knowledge model that you want to add.
  8. Click Save.