Create a knowledge article for a work order template

You can add knowledge articles and guides (such as installation guides, maintenance procedures, and checklists) to the default knowledge base for hardware, software, and consumable templates.

Before you begin

Role required: wm_admin or model_manager

Procedure

1. Navigate to one of the following:

   • Product Catalog > Templates > Work Order Templates
   • Field Service > Catalog & Knowledge > Work Order Templates
   • Click New.

2. Fill in the fields on the Work Order Template form, as appropriate.

   Field	Description
   Request information
   Name	[Required] Unique and descriptive name for this template.
   Short description	[Required] Content that is copied into the Short description field of a work order when this work order template is used. The exception to this is a work order created from an incident, problem, or change request, which always uses the short description of the source task, even when a template is applied.
   Description	More in-depth description of the purpose of the template.
   Checklist template	Select a checklist template to add a checklist to the work orders created from this work order template. For information on checklists, see Checklists.
   Workflow	The workflow for work orders created from this template.
   Qualification group	The qualification group for work orders created from this template.

   Any hardware, software, and consumable assets you create and assign to the new template are displayed in the Knowledge related list on the template record.