Use > Incident Management > Incident Management user tasks > Miscellaneous tasks > Apply a template to complete an incident

Apply a template to complete an incident

Applies to User Roles:

Templates enable users to quickly complete an incident record by automatically populating fields with the applicable information.

Note: Make sure that the user profile is enabled to use templates. For additional information on enabling a profile to use templates, see the related topics.

To apply a template to complete an incident:

  1. Click Incident Management > Incident Queue or view your To Do queue.
  2. Select an incident record.
  3. Click Apply Template. The Select Incident Template wizard opens.
  4. Double-click the template that you want to apply to the selected incident. You are returned to the selected incident record and the fields are automatically filled in with the values set in the template.
  5. Modify other fields, as needed.
  6. Click Save & Exit.
    Note: Users authorized to use this template can also modify the template to meet their needs.

Related topics

Application profiles
User roles

Example: Search for a record