Spreadsheet usage tips
This section documents the following tips for using the spreadsheets:
- Defining people, permissions, and support groups
- Updating permission groups for existing People records
- Task templates and process templates
- Using Transactional-SharedComponents.xlsx to populate the Service or CI fields in an incident, problem, known error, or change
- CTM-LoadSupportGroupAssociation with Support Staff set to Yes
- The Service Recon ID role in updating product categorizations
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