Hi Peter,
Templates are preset field values for a form that can be labeled and
grouped by task. They make submitting the record more efficient (speeds
up the process) while providing consistency of data. For example, People
Templates allow you to have a preset configuration for a Support person
with all the appropriate field settings and permissions vs. a Manager
vs. a casual user. Incident Templates would be used for common,
recurring incidents like password reset, inability to print, or
inability to connect to the Internet. Change Templates would be used for
recurring Change Requests like Install New Hard drive, Upgrade Operating
System, Install Software Patch, etc. Why reinvent the wheel each time
you create these records, when you can select from a list of templates
to do most, if not all, of the work for you?
Thus we can create templetes for the people.
The steps for creating the Person templete are as follows:
Step 1: On the application configuration go to the Custom Configuration.
Step 2: Select the templete form Foundation->People->Tepmlete. Click Open.
Step 3: Configure Person Templete form opens. This form shows the list
of templetes. (you can modify and create new templets)
Step 4: To create new click the Create button the templete form opens
fill the requred fields for the templete as you need.
Step 5: save the template.
The steps to use the templete are as follows:
Step 1: On the Standard Configuration step 4: People click on create.
Step 2: The people form opens on the form we can select the templete by
clicking the Selete templete button.
Step 3: Select the templete and fill the minimal information required.
Step 4: Click on select button to fill the people form using the templete.
If the user is a support staff member the a warning message appears to
check the login, licenses etc.
Regards,
Prasad S.
--
www.vyomlabs.com
Consulting | Oursourcing | Training || ITIL | IT Governance |BMC Remedy
Lammey, Peter A. wrote:
**
I have been running through the trials and tribulations of configuring
new foundation data and accounts in ITSM 7.02.
All seems well and I do like the fact that you can setup Person
Templates and create new Person Profiles using the template and it can
also autofill most of the fields on the profile and also assign the
person to support groups and other permission groups.
However, I can see that once we get the 7.X system up and running in a
real environment, we will have a feed from an HR data source that will
create new profiles for new employees that join the company.
Based on this, if I get a request from an employee to setup their
Remedy User account with the permissions needed for their particular
group, it would be nice if I could use a template with their already
existing profile and set them up using a say "Support Staff" template.
It doesn’t seem like I can do this.
Has anyone figured out how this can be done?
Thanks
Peter Lammey
ESPN MIT Technical Services & Applications Management
860-766-4761
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