Templates allow administrators to pre-fill new ticket and change forms with specific values.  These are standard operating procedures for frequently occurring tickets/changes. Using this, you can save time and remove redundant task in executing standard changes/tickets.


Creating a new Ticket/Change template:

  • Log into your account as an Administrator.

  • Go to the Admin tab.

  • Under 'Helpdesk Productivity', click on the Form Templates icon.

  • Click on the Add new button to create a new Ticket/Change template.

  • Give an understandable name for your template.

  • After giving a description to your template, you can choose if this template can be seen by all agents or only by agents in particular groups. This ensures the visibility and availability of templates to the right agents

  • The Ticket/Change template has all the default and custom fields including planning,roll out and back out plan that are visible to the agents. You can create a template by filling in as many fields as you want.

  • In addition to the default ticket fields, you can pre-fill tags and attach documents in templates

  • Once you fill in all the details you need, click on the Save button

Note: You can also use canned responses while creating a template 




Applying templates in new Ticket/Change forms

 

  • Clink on New->Incident/Change

  • You can insert an existing template from the Select a template link next to the title or fill up the form manually as usual

  • When a template is applied, all the field values will be overwritten by the template field values. For example, if your agent chooses sets priority as 'High' and then applies the template in which the priority is set as 'Low', then the resulting form will have priority set as 'Low'. So if there are some fields that your agents need to fill out manually, it needs to be done after the template is applied.