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.
|
| 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:
|
| 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.
|
| 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.
|
| 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.
|
| 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 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 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.
|
| 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:
|
| 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.
|
