IT Template Types

Template Type Description and Available Templates
Features release
Features Release is documentation that you share with your stakeholders to inform them about the new features added, recent bug fixes, and improvements that you’ve made to the product. These templates help you to communicate updates with other stakeholders. You can use these templates for capturing everything about the new feature release and keep everyone engaged about what’s coming next. You can make use of the below form templates to execute the process.
  • Feature Release Information
Services portfolio
These templates help you to manage your services such as installation, accounts, etc. You can create any type of services form to effectively manage all kinds of requests, capture images, signatures, etc. These are very convenient to use and provides easy access to data when required. The available templates in this type are:
  • Key Accounts Service Form
  • Installation
  • Services Portfolio Forms
Configuration Management
Configuration management is a process for maintaining computer systems, servers, and software in a desired, consistent state. The purpose of the configuration templates is to document every configuration change you made to any system/application. Undocumented changes can lead to poor performance, inconsistencies, or noncompliance and negatively impact business operations and security. These templates help users and administrators know what changes are happening to the existing system and areas affected. Here is a sample template you can use to manage configuration changes.
  • Configuration Management
Change Request
A change request is a proposal to alter some aspect of a given project. Change can happen for many reasons, and it is needed to add a feature to a product, fix a defect, or a mitigating action to manage a risk might require a change to the project approach. Change request templates are crucial for keeping project stakeholders and team members in the loop about changes. A change request template ensures that all those involved with the project understand what the change is, why it’s happening, what it will mean for them specifically, and how it will impact the project overall. Here are some sample templates you can use to manage change requests in a project.
  • Change Request form
  • Change Request Template
  • Change Request Template 2
Service report
A service report is a document to be filled out by field technicians involved in a service task, inspection, or site visit upon its completion. The report provides dispatchers and technicians with a summary and results of every service task. Customer information, equipment specifications, and inspection summary are just some of the details covered in this report. The purpose of service reporting is to convey complete information about each work order and provide insights into the field team’s performance. With these templates, service tasks can be captured, managed, and updated all in one place. You can view each job’s essential details, such as the problem description, status, priority, and technician assigned. Here are some sample templates you can use to capture service details.
  • Service report form
  • Technical Service
IT Asset
IT Asset templates are asset management tools that help you monitor and manage assets in your organization from purchase to disposal. IT Assets include all elements of software and hardware that are found in the business environment. These templates help IT teams to ensure efficient use of the organization's resources and play an important role in helping an organization to capture, catalog, manage, analyze and report on asset data. Here are some sample templates you can use to manage and monitor IT assets in your organization.
  • IT Asset Request Form
  • Cloud Computing Activities
IT Hardware request
The IT Hardware Request templates are mostly required for the IT department to manage hardware/software requests. This hardware request form template allows the defining type of equipment, the reason for the request. This hardware request form sample includes name, email, phone number, date information. You can use these templates to simplify the hardware requests and keep track of every asset issued. Additionally, you can enforce approvals to effectively manage and monitor all the requests. The below are some sample templates you can use to manage your IT hardware requests.
  • IT Hardware Request
  • IT Hardware Request Form
IT Software request
These templates are helpful for the IT team to get any software installation requests from the internal team. You can manage all the requests in one place and enforce approvals to take the higher manager's approval to fulfill the installation request. These software request templates have fields that can capture employee details like name, email, ID, phone number, software to install, signature, etc. The below are some sample templates you can use to manage your software installation requests.
  • IT Software Request Form
  • Client Consultation Form
Service request
A service request is a formal request from a user for an item or service to be provided or a task performed. Use these service request templates for effective handling of requests from both internal and external customers. You can share the template link to your empoyees or customers to receive service requets. This type is pre-equipped with some sample templates which can manage services related to electronic, IT, healthcare, network, web development, etc. The available templates in this type are:
  • Network Security Incident Report
  • Service Request Form
  • Meeting Invite Request
  • Health Insurance Quote
  • Health Insurance Quote (Details of Current Insurance)
  • Health Insurance Quote 2
  • Health Insurance Quote ( Plan for My Family)
  • Health Insurance Quote( Plan for My Parents)
  • AC Repairs
  • Web Design Request Form
Installation
The installation templates help you to capture every detail while installing at the client location. You can capture the details like product name, model, serial number, client details, etc. These templates help you to track every installation request. You can also capture the customer's signature, photos, product image if damaged, and any other. These are very convenient to use and store data of the installation requirement. Here are some sample templates you can use to capture the details during installation.
  • Installation Form 1
  • Installation Cum Customer Acceptance