This documentation supports the 9.1 version of Remedy IT Service Management Suite.

To view the latest version, select the version from the Product version menu.

Configuring templates

This section describes how administrators can simplify processes by creating templates. It describes the procedures required to create change, release, activity, and incident templates.

A template is a predefined process that provides default settings for your forms. As an administrator you can create templates for your users so that they can more easily create change, release, incident, and activity requests.


The values that the administrator configures in the template forms are used to add information to the Change, Release, Activity, or Incident form. This allows end users to use standard business processes and increase automation and value.

Users can select any templates that are available for your support group. Templates are useful in an request that follows well-defined methods for specific and repeated requirements. You can create as many templates as you want. Create templates only for standardized processes that your users perform on a frequent basis.

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  1. Oludare Ogunmadewa

    I am unable to "Export to PDF" using the wheel icon from this page, using "BMC Standard" as template and "This page and its children" as contents.  Other document pages works fine from my IE11.  Any idea what's causing the issue?

    Jul 24, 2017 06:18
    1. Mokshada Shivarekar

      Hello Oludare,

      Thank you for noticing the issue. While we investigate further, you can download the PDF for the entire documentation from here



      Jul 24, 2017 11:54