Service Desk Templates
  • 17 Jul 2022
  • 2 Minutes to read
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Service Desk Templates

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SysAid provides a variety of out-of-the-box templates for that you can use for your service records.

Template
Description
Incident Templates
Failed PatchesFor use for automatically generating incidents for failed Patch Management deployments.
Cannot access emailFor use when a user is unable to access an email account. Comes with suggested category classification and title.
Cannot connect to a Wi-Fi networkFor use when a user is unable to connect to a Wi-Fi network. Comes with suggested category classification and title.
Error message in Outlook/Excel /Word PowerpointFor use when a user receives an error message in MS Office. Comes with suggested category classification and title.
Paper jamFor use when a printer has a paper jam. Comes with suggested category classification and title.
Request Templates
Advanced Request ProcessFor use for advanced requests. Consists of: Requests Details, Approve workflow, Close information, History log, and Related Items.
Access shared folderFor use for requests for access to a shared folder. Consists of the Advanced Request tabs and comes with suggested category classification and title.
Permissions to use printerFor use for requests to use a given printer. Consists of the Advanced Request tabs and comes with suggested category classification and title.
Basic Request ProcessFor use for basic requests. Consists of: Requests Details, Close information, History log, and Related Items.
Reset my passwordFor use for requests to reset a password. Consists of the Basic Request tabs and comes with suggested category classification and title.
Unlock my accountFor use for requests to unlock an account. Consists of the Basic Request tabs and comes with suggested category classification and title.
Add paperFor use for requests to add paper to a printer. Consists of the Basic Request tabs and comes with suggested category classification and title.
Replace tonerFor use for requests to replace the toner in a printer. Consists of the Basic Request tabs and comes with suggested category classification and title.
Install Adobe Acrobat ReaderFor use for requests installation of Adobe Acrobat Reader. Consists of the Basic Request tabs and comes with suggested category classification and title.
Change Templates
Normal ITIL Change ProcessAllows you to implement a full change process in accordance with ITIL best practices.
Emergency Change ProcessAllows for a quick analysis and approval process for urgent changes.
Standard Change ProcessAllows for the application for a basic approval process that does not require approval.
Patch Approval ProcessApplies ITIL best practices to approve patches for certain assets. Includes suggested title, description and category classification.
Change ProposalAllows for the proposing of a major change. It enables admins to receive input of relevant stake holders, assess the risk, impact, and feasibility of the proposed change, and approve or deny the change.
Problem Templates
ITIL ProblemApplies ITIL best practices to determine if a problem is a minor problem or a standard problem based on the priority and recurrence frequency and activates the relevant workflow accordingly.
Standard ProblemFor use for standard problems. Consists of: Problem Details, Identify and Analyze workflow, Actions workflow, Major Problem Review, Close information, and History log.
Basic ProblemFor use for basic problems. Consists of: Problem Details, Identify workflow, Close information, and History log.

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