A release record template is used to create new release records and can include pre-defined release activities. By using a template for new release records, new release records are created faster than from scratch.
The template author creates a template for release records by performing the following steps.
To create a release record template
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In the Service Manager console, open the Library workspace, and in the Library pane select Templates.
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In the Templates list, select Default Release Record and then in the Tasks pane under Templates, click Create Template.
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In the Create Template dialog box, type a name for the template and a description of what the template applies.
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Under Class, click Browse and in the Select a Class box select Release Record and click OK to close the Select a Class box.
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Click OK to close the Create Template dialog box and the New Release Record Template form appears.
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Enter information in the fields on the General tab and then click the Activities tab.
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You can add, delete, or modify sets of activities to the release record template including the following actions:
- Add activities from the list of existing
activity templates.
- Move activities up and down in the order in
which they are completed.
- Move activities in the process list and place
them inside container activities.
- Move activities from container activities and
place them anywhere in the process list.
- Delete activities.
- Add activities from the list of existing
activity templates.
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As you add an activity, the activity form opens. Enter necessary information and then click OK to save the activity.
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When you have added all the activities you want, click OK to save the release record template and close it. The release record template then appears in Templates list.