Create a template to complete incident records

Templates enable users to quickly complete incident records by automatically populating various fields with necessary information. You can create as many templates as you need while authorizing select user roles for each template. The users authorized to use a particular template will then be able to apply that template when completing an incident.

To create a template, follow these steps:

1. Click Tailoring > Templates, and then click New.

2. Type a name in the Template name field.
3. Select Incident in the Table name field, and then click Next.
4. Click Fill for each user role that you are authorizing to use this template.
5. Modify the fields as required to meet the needs of your template by double-clicking in the field to assign a value to each field you select.
6. Click Add to exit the template wizard.
7. Click Save.
8. Click OK. The roles authorized for this template can now use or modify this template.

Alternatively, you can create a template from an existing record. To do this, follow these steps:

1. Click Incident Management > Search Incidents.
2. Enter an Incident number in the Incident ID field, and then click Search.
3. Click the incident record.
4. Click More or the More Actions icon and select Create Template from Record.
5. Modify the name in the Template name field.
6. Click Fill for each user role that you are authorizing to use this template.
7. Modify the fields as required to meet the needs of your template by double-clicking in the field to assign a value to each field you select.
8. Click Add to exit the template wizard.
9. Click Save.
10. Click OK.

Related topics

Application profiles
User roles

Example: Search for a record