I am familiar with this process and I was able to do this with no problem. The issue I am referring to is this (as an example):
1. Person joins the company 2. Person's information is added to the HR system 3. Remedy ingests the person information into CTM:People based on a HR loading process (escalation, API call, or from whatever means that is setup) to create that employee profile 4. A support group lead calls us up to create a Remedy account for this new person and basically indicates that they will be part of the call center and should have the same permissions and group setup as any other person in the call center. Now in this scenario...How can I use a template to take the already existing record in CTM:People and apply a template so that they will be added to all the permission groups and support groups from a template? Person templates always seem to be if you are creating the new profile. Not for simplifying the setup of an already existing CTM:People record and getting the person setup in the groups they need to be in. Thanks Peter Lammey ESPN MIT Technical Services & Applications Management 860-766-4761 -----Original Message----- From: Action Request System discussion list(ARSList) [mailto:[EMAIL PROTECTED] On Behalf Of Vyom Labs - ITSM Support Sent: Sunday, April 29, 2007 8:38 PM To: [email protected] Subject: Re: Setting up a existing Person Profile using a Template 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 > > __20060125_______________________This posting was submitted with HTML > in it___ ________________________________________________________________________ _______ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org ARSlist:"Where the Answers Are" _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org ARSlist:"Where the Answers Are"
