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    Home New York IT Service Management IT Service Management Incident Management Configuring Incident Incident templates and record producers Create incident template

    Create incident template

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    Create incident template

    Create an incident template to ensure consistency in the way information about the incident request is captured. A template also helps you to create incident easily and accurately.

    Before you begin

    Role required: admin

    About this task

    Let us consider an example where you want to create a template to log an incident when you are denied access to the Bond Trading application.

    Procedure

    1. Navigate to System Definition > Templates.
    2. Complete the steps in Create a template using the Template form using the following information:
      • Name: Bond Trading Access Denied
      • Table: Incident
      • Global: Select the check box. The Global option allows any user to use the template, not just the template creator.
      • Short Description: Bond Trading Access Denied
      • Template: Add the following values to define the fields that are filled in when the template is used:
        • [Category] [Inquiry / Help]
        • [Configuration Item] [Bond Trading]
        • [Description] [The user was denied access to the Bond Trading application]
        • [Impact] [2 - Medium]
        • [Urgency] [3 - Low]
      Incident template to log incident when access is denied to the Bond Trading application
    3. Click Submit.
    Related tasks
    • Create a module that uses incident template
    • Create a record producer to log incidents
    • Create a record producer using a template

    Tags:

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      Create incident template

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Create incident template

      Create an incident template to ensure consistency in the way information about the incident request is captured. A template also helps you to create incident easily and accurately.

      Before you begin

      Role required: admin

      About this task

      Let us consider an example where you want to create a template to log an incident when you are denied access to the Bond Trading application.

      Procedure

      1. Navigate to System Definition > Templates.
      2. Complete the steps in Create a template using the Template form using the following information:
        • Name: Bond Trading Access Denied
        • Table: Incident
        • Global: Select the check box. The Global option allows any user to use the template, not just the template creator.
        • Short Description: Bond Trading Access Denied
        • Template: Add the following values to define the fields that are filled in when the template is used:
          • [Category] [Inquiry / Help]
          • [Configuration Item] [Bond Trading]
          • [Description] [The user was denied access to the Bond Trading application]
          • [Impact] [2 - Medium]
          • [Urgency] [3 - Low]
        Incident template to log incident when access is denied to the Bond Trading application
      3. Click Submit.
      Related tasks
      • Create a module that uses incident template
      • Create a record producer to log incidents
      • Create a record producer using a template

      Tags:

      Feedback

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