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

  1. In the Service Manager console, open the Library workspace, and in the Library pane select Templates.

  2. In the Templates list, select Default Release Record and then in the Tasks pane under Templates, click Create Template.

  3. In the Create Template dialog box, type a name for the template and a description of what the template applies.

  4. Under Class, click Browse and in the Select a Class box select Release Record and click OK to close the Select a Class box.

  5. Click OK to close the Create Template dialog box and the New Release Record Template form appears.

  6. Enter information in the fields on the General tab and then click the Activities tab.

  7. 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.

  8. As you add an activity, the activity form opens. Enter necessary information and then click OK to save the activity.

  9. 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.