16 Processes
...
Incident and Request
Configuration

Create Template of Incident, Request, and Procedure

4min

This feature provides a variety of actions, such as including, changing, and deleting a template to facilitate the opening of a new request.

Before getting started

In order to register a ticket template, it is necessary to:

Pre-register the contract and for it to be linked to the service, the group, and the unit;

Have access to the Ticket Template functionality;

Have the portfolio with the service and request and incident activities, being linked to the service contract;

Have the time of attendance of the request and incident activities defined;

The requester must be included in the group that is linked to the contract so that it's possible to register and configure parameter 9.

Procedure

  1. Access the functionality Incidents/Requests/Procedures Template through the main menu Processes > Request and Incident Management > Ticket model;
  2. Complete all mandatory fields;
  3. Click on "Save".



Doc contributor
Did this page help you?
PREVIOUS
Creating, and then, Closing the Request
NEXT
Configuring Access Permission of Service Request Management
Docs powered by Archbee