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Create an incident template

Create an incident template

Incident templates can be used to fill in a form to reduce errors. You can also use it to create a record producer.

Before you begin

Role required: catalog_admin or admin


  1. Navigate to System Definition > Templates.
  2. Click New.
  3. Enter the following information.
    • Name - Bond Trading Access Denied
    • Table - Incident
    • Global - Selected. This option allows any user to deploy the template, rather than simply the template's creator.
    • Short Description - Bond Trading Access Denied
    • Template - These conditions define the fields to be filled in by the template.
      • Category is Inquiry / Help
      • Configuration Item is Bond Trading
      • Description is The user was denied access to the Bond Trading application
      • Impact is 2 - Medium
      • Urgency is 3 - Low.
    Incident template example for bond trading access denied
  4. Click Submit.