Specifying general characteristics of a service template

In the General tab of a service template card, enter the following information:

• Template name: The name of the service template.

• Template description: A short description of the template

In addition, two advanced options are available in the General tab:

• Select Require confirmation before applying to ensure that the user has to confirm before the service template is applied.

• Select Auto execute template when new elements have been added in the system to automatically apply the service template when a new element is added in the DMS.

Note

If the service template is automatically applied when a new element is added, the Background Tasks window will appear so that you can follow the progress.

• Select Keep duplicates of generated services when re-applying to make sure that, if this service template is re-applied, any copies of services that were generated when it was applied earlier are not deleted.