Service Order Templates

Service order templates reduce the amount of work that is required to create a service order by pre-populating many of the field values that are needed to create a new service order. You can create one or more standardized service order templates to use when similar or repetitive projects must be staffed.

Service order templates populate fields on both service order tabs—Resource Requests and Order Summary. A template may also include multiple resource request lines.

Information that is stored on service order templates automatically populates new service orders when you use this option. You can then modify any default values or enter additional information as needed.