Incident Template

Create prefilled incident templates with content, using the same structures as your regular Incident.

Overview

A template that works as you always wanted, saving time and effort for your recurring workflows! Any user can create their own templates from an existing incident or from scratch, and if the whole team needs it you just publish it for all to use.

The Synerity Template is especially useful when you have workflows with many repetitive tasks.

• It allows users to create pre-filled incident templates with work items that can be applied to existing incidents or used as a foundation when creating a new incident.
• It can also be used to create new incidents based on a schedule.
• The scope can be configured allow some templates to be personal, some only for a specific team and some for the whole organization.

Features:

• Create new incidents using a template directly from your dashboard.
• Create templates from existing incidents.
• Schedule incident creation from a template.
• Works in both the browser client and the windows client.
• No need to save an incident when applying the template, easy back-out if you change your mind.
• Only populate the fields you want, creating anything from a skeleton template to a complete incident.
• Only uses template objects, no real tasks are created until it's applied.
• Built-in usage statistics makes it easy to maintain your template library.

The streamlined implementation process, no difficult choices to make. Just press next, make a couple of simple configurations and you're ready to go.

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Video Demo

System Requirements

Platform Version Requirements: 9.7+

Details

Category: IT Service Management

Price: Paid

Publisher: Synerity AB

Version: 1.0

Documentation: Download Documentation Here