Release Templates

Templates are ready-made forms which can be used while filling up the release form. The user only needs to select them and the form will get automatically filled. These are convenient when a release is of standard or recurring type. The advantages of using a template are:

• Creating a release using template saves a lot of time.
• The templates ensure that proper and sufficient information is available in the release.
• The release parameters like priority, urgency, assignee can be predefined in the template.

To view the Release Templates, navigate to Admin > Release Management > Release Templates > Release tab.

Here, you can create and manage templates for Request, Problem, Change, and Release modules. Also, it has the below options:

• Create Template: You can create a template from the scratch.
• Duplicate: You can create a duplicate copy of a template to make some changes in it and use. This has two benefits: 1) If you are creating a new template similar to the existing one, you do not need to start from the scratch. 2) If you are modifying the existing one, the original works as a backup in case of errors.
• Edit: You can edit the template to make changes in it.
• Delete: You can delete the unwanted templates. A confirmation message appears. Click Yes to continue or Cancel to stop the process.

2. Enter the below details:

Parameter	Description
Template Name	Enter the name of the template.
Template Technician Access Level	Select the technician(s) who can access the template.
Template Technician Group Access Level	Select the technician group(s) who can access the template.
Template Description	Enter a brief description about the template.
Subject	Enter the subject of the release.
Description	Enter the description of the release.
Priority	Select the priority of the release.
Urgency	Select the urgency of the release.
Impact	Select the impact of the release.
Category	Select the category to which the release belongs.
Release Risk	Select the risk involved in the change.
Release Type	Select the type of change.
Release Reason	Select the reason of the change.
Business Services	Select the business service.
Department	Select the department if you want to assign the release to a specific department. It is optional.
Vendor	Select the vendor from the dropdown list.
Company	Select the company if you want to assign the request to a specific company. Note: This field is available only if the Managed Services Provider feature is enabled.
Location	Select the location from the dropdown. It is optional.
Technician Group	Select the technician group for the change.
Assignee	Select the assignee if you want to assign the release to a specific person.
Tags	You can add tags if you want. It will help you in identifying the similar releases. It is optional.

2. Once all the details are filled, click Create. The template will become available to the users in the Fill From Template dropdown at the time of release creation. Similarly, you can create templates for Request, Change, and Release modules.