Apply a Response Plan

You apply a response plan to a problem in the Problems (SP) application. When you apply a response plan, you ensure predictable and repeatable responses to similar problems.

A response plan can assign an owner and vendor and apply a ticket template to the problem. It also can specify the response actions and notifications that are performed for the problem.

Prerequisites

To apply a response plan to a problem:

  1. In the Problems (SP) application, display the record to which you want to apply a response plan.

  2. From the Select Action menu, select Apply Response Plan. The response plan is displayed and a message shows the identifier of the applied response plan. The problem fields are updated with data from the associated field in the applied response plan and the actions and notifications specified in the response plan are performed and sent.

The response plan does not overwrite ticket template data in the problem. If the response plan contains a ticket template, and the problem already contains a ticket template, or if the ticket template is not valid for the problem, either the response plan is applied without the ticket template, or the entire response plan is not applied. This is determined by the setting in the Stop Response Plan if Job Plan or Ticket Template can not be applied field on the response plan.

  1. Click Save Record . The identifier of the response plan is visible in the Response Plan field on the main tab. You can view a history response plans that have been added to the ticket.

See also

About Applying a Response Plan