• Article

How to Create a Release Record Template

 

Updated: May 13, 2016

Applies To: System Center 2012 SP1 - Service Manager, System Center 2012 R2 Service Manager, System Center 2012 - Service Manager

In System Center 2012 – Service Manager, a release record template is used to create new release records. A release record template can include predefined release activities. When you use a template for new release records, new release records are created faster than when you create them from scratch.

The template author creates a template for release records by completing the following procedure.

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 then 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 boxes 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.

See Also

Managing Release Records in System Center 2012 - Service Manager