To save time and simplify the data input process for common, high-volume incidents, you can use a template. A template contains predefined data that populates the incident record when the template is applied to it, eliminating the need to enter this data manually.
When you use the Apply Incident Template action, you can choose a template from the list of the active templates that are available for incidents. You can apply only one template to an incident.
When you apply a template, the template overwrites existing data in the incident. If the Incident field contains data, and the corresponding Incident field on the template does not contain data, the Incident field on the ticket is not overwritten.
If a template contains activities or refers to job plans, the system creates an activity work order for each activity on the template. The system might also create an activity work order for each job plan activity on the template. The addition of activities for job plans is dependent on the site. Activities created from job plans include creation of associated labor, materials, services, and tools that are specified in the job plan.