Registering a New Template
You have experienced in exercises 6 and 7 that request templates can make your life as a service desk analyst a little easier. Note, however, that you need the Service Desk Manager role to add and update request templates. Cali has the Service Desk Manager role of the ‘Widget N. America – IT’ account, so she is able to add request templates in it.
Cali believes that it would help if there was a request template to quickly handle requests from users who need to have the lamp of a conference room projector replaced. Because this template should be listed in the SHB when an instance of the Conference Room service is selected, the request template needs to be related to this service. And because this service is provided by Widget North America – IT, this request template needs to be registered in the ‘Widget N. America – IT’ account.
If you are still in the ‘All Requests’ view of the Records console and your Account Switcher is still set to ‘Widget N. America – IT’ you can click on the icon of the Records console again to select the option ‘Request Templates’. Next, press the Add 
toolbar button to open a new request template.
Give the request template the subject “New lamp needed for conference room projector” and enter the following in the Registration hints field:
Be sure to select the projector for which the lamp needs to be replaced.
Before you save this new template, make sure that the correct service is selected in the Service field, that the correct option is selected in the Category (Incident) and Impact (High – Service Degraded for Several Users) fields, and that the option Asset selection in Self Service is checked. This last option allows end users to select the projector when they use this template in Xurrent Self Service.
After you have added this request template, verify that it works. Do this by going back to the Service Desk console and selecting the user Jim Beck. Next, click on the service “Conference Room”. You should now be able to select your new request template.
Questions:
When you press the 
icon to reset the SHB that is presented to the right of a new request, it lists all service instances for which the person selected in the Requested for field is covered by an active SLA. At the bottom of the SHB, you see 3 request templates. Why are only these 3 listed there and not any of the other request templates?
These 3 request templates have not been linked to a service. All other request templates have been related to a service. When a request template is linked to a service, it will be presented in the SHB after a service instance of that service has been selected.
When you see multiple request templates listed in the Templates section of the SHB, you may notice that their sorting is a little odd. Can you guess how request templates are sorted in this section of the SHB?
The request templates are sorted in such a way that the one that has been applied the most is listed on top.
Now, feel free to sign out as Cali and go to widget.4me-demo.com to log back in as Jim Beck to the Self Service portal of the Widget International account.
Jim’s email address is jim.beck@widget.com and his password is 4me. Jim is an end user, so when you are logged in as Jim you can submit a new request based on your template in Xurrent Self Service.
The following video provides an overview of the exercise: