Templates

Templates in Motadata allows you to quickly fill the create form of Request, Problem, and Change. You can create templates for each of the ticket types, and your users (only on Technician portal) can use them while creating a Request, Problem or Change.

Note

Managing templates requires administrative rights.

Add a Template

  • Go to Admin >> (Request, Problem, Change, Purchase or Service Catalog) Templates.
figure 93

  • In the new page, you can view your existing templates. To add a new one, click on Create a (Request, Problem, Change, Purchase or Service Catalog) Template in the top right corner.

  • A dialog box opens where you can pre-define the following things:

    1. Request:

      figure 94
      1. The subject of a Request.
      2. Urgency, and Impact of a Request.
      3. Tags of a Request.
      4. Category of a Request.
      5. Requestor Accounts.
      6. Description of a Request.

    2. Problem:

      figure 94.1
      1. Subject to a Problem
      2. Whether a Problem is known or not.
      3. Priority, Urgency, Nature of Problem and Impact of a Problem.
      4. Tags of a Problem.
      5. Mark the Problem as a known error.
      6. Category of a Problem.
      7. Description of a Problem.

    3. Change:

      figure 94.2
      1. The subject of a Change.
      2. Priority, Urgency, Risk, Change Type and Impact of a Change.
      3. Tags of a Change.
      4. Category of a Change.
      5. Description of a Change.

    4. Purchase Template

      Learn how to create a PO Template.

    5. Service Catalog Template

      Learn how to create a Service Template.

Edit Request Templates

  • Go to (Request, Problem, Change, Purchase or Service Catalog) Templates page
  • Click the Edit-Icon adjacent to a template to open a dialog box.
  • Make your changes and hit Update. You are taken back to the Templates page
  • Delete any template using the Delete Icon next to the Edit Icon.