How to edit an incident template

You can edit a template when it requires an update, but you cannot change the template Type.

  1. From the main menu, select Run > Incident > Templates. Service Management displays a list of all template records.

  2. Select the incident template.

  3. Click the template title to open the template record.
  4. Edit any field in the existing template.

    If you change the value in a field with an existing value, that value will appear in every new incident where you apply the template. If the updated value is not appropriate for all incidents that use the template, the end user will have to change it.

    Edit any field in any section:

    • Incident details

    • Classification

    • Assignment

    • Resolution

  5. Click Save.

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