Apply an Incident TemplateApply an Incident TemplateA template contains data that you can automatically insert in 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.
You can apply only one template to a record.
In the Incidents (SP) application, display the record to which you want to apply a template.
From the Select
Action menu, select Apply Incident Template.
The system searches for all active templates for incident records.
In certain circumstances, the result set is filtered. See the Incident Templates topic for more
information.
In the Apply Incident Template window, select
the template you want to apply and click OK.
The system displays a message confirming the application of a template.
Note: If
a template contains activities and/or job plans, the system creates an
activity 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. See the Incident
Templates topic for more information. Activities created from job
plans include creation of associated labor, materials, services and tools
from the job plan.
The template can add the following information, but you can modify it.
Summary and Details fields: Priority, Owner or Owner Group, Service Group, Service, Classification, Vendor, and Organization.
Activities fields: Activity, Sequence, Job Plan, Site, Organization, Description, Owner or Owner Group, Priority, Vendor, and Classification.