Apply a Problem TemplateApply a Problem 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 and service, classification, and internal priority. The template also can contain activities, labor requirements, and activity owners.
You can apply only one template to a record.
In the Problems (SP) application, display the record to which you want to apply a template.
From the Select
Action menu, select Apply Problem Template.
The system searches for all active templates for problem records. In
certain circumstances, the result set is filtered. See the Templates topic for more information.
In the Ticket Templates dialog box, 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 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 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 or Service, Classification, Vendor, and Organization.
Activities fields: Activity, Sequence, Job Plan, Site, Organization,
Description, Owner or Owner Group, Priority, Vendor, and Classification.