I am familiar with this process and I was able to do this with no
problem.
The issue I am referring to is this (as an example):
1. Person joins the company
2. Person's information is added to the HR system
3. Remedy ingests the person information into CTM:People based on a HR
loading process (escalation, API call, or from whatever means that is
setup) to create that employee profile
4. A support group lead calls us up to create a Remedy account for this
new person and basically indicates that they will be part of the call
center and should have the same permissions and group setup as any other
person in the call center.
Now in this scenario...How can I use a template to take the already
existing record in CTM:People and apply a template so that they will be
added to all the permission groups and support groups from a template?
Person templates always seem to be if you are creating the new profile.
Not for simplifying the setup of an already existing CTM:People record
and getting the person setup in the groups they need to be in.
Thanks
Peter Lammey
ESPN MIT Technical Services & Applications Management
860-766-4761
-Original Message-
From: Action Request System discussion list(ARSList)
[mailto:[EMAIL PROTECTED] On Behalf Of Vyom Labs - ITSM Support
Sent: Sunday, April 29, 2007 8:38 PM
To: arslist@ARSLIST.ORG
Subject: Re: Setting up a existing Person Profile using a Template
Hi Peter,
Templates are preset field values for a form that can be labeled and
grouped by task. They make submitting the record more efficient (speeds
up the process) while providing consistency of data. For example, People
Templates allow you to have a preset configuration for a Support person
with all the appropriate field settings and permissions vs. a Manager
vs. a casual user. Incident Templates would be used for common,
recurring incidents like password reset, inability to print, or
inability to connect to the Internet. Change Templates would be used for
recurring Change Requests like Install New Hard drive, Upgrade Operating
System, Install Software Patch, etc. Why reinvent the wheel each time
you create these records, when you can select from a list of templates
to do most, if not all, of the work for you?
Thus we can create templetes for the people.
The steps for creating the Person templete are as follows:
Step 1: On the application configuration go to the Custom Configuration.
Step 2: Select the templete form Foundation->People->Tepmlete. Click
Open.
Step 3: Configure Person Templete form opens. This form shows the list
of templetes. (you can modify and create new templets) Step 4: To create
new click the Create button the templete form opens fill the requred
fields for the templete as you need.
Step 5: save the template.
The steps to use the templete are as follows:
Step 1: On the Standard Configuration step 4: People click on create.
Step 2: The people form opens on the form we can select the templete by
clicking the Selete templete button.
Step 3: Select the templete and fill the minimal information required.
Step 4: Click on select button to fill the people form using the
templete.
If the user is a support staff member the a warning message appears to
check the login, licenses etc.
Regards,
Prasad S.
--
www.vyomlabs.com
Consulting | Oursourcing | Training || ITIL | IT Governance |BMC Remedy
Lammey, Peter A. wrote:
> **
>
> I have been running through the trials and tribulations of configuring
> new foundation data and accounts in ITSM 7.02.
> All seems well and I do like the fact that you can setup Person
> Templates and create new Person Profiles using the template and it can
> also autofill most of the fields on the profile and also assign the
> person to support groups and other permission groups.
>
> However, I can see that once we get the 7.X system up and running in a
> real environment, we will have a feed from an HR data source that will
> create new profiles for new employees that join the company.
>
> Based on this, if I get a request from an employee to setup their
> Remedy User account with the permissions needed for their particular
> group, it would be nice if I could use a template with their already
> existing profile and set them up using a say "Support Staff" template.
>
> It doesn't seem like I can do this.
>
> Has anyone figured out how this can be done?
>
>
> Thanks
> Peter Lammey
> ESPN MIT Technical Services & Applications Management
> 860-766-4761
>
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