Templates are a central part of configuring HelpMaster.
HelpMaster has been built around the design concept of using templates to perform common, or repetitive work.
Templates allow a business to model and create template based around their business practices. These templates can then be used over and over again by staff and clients using HelpMaster. The strength of HelpMaster relies on how effectively the template system has been implemented and configured. When you have configured the template system of HelpMaster to match your business needs, you will find that the Desktop edition, the Email Manager, the Priority Manager and the Web Portal all combine to deliver an effective and powerful service management tool.
It is highly recommended that system administrators spend time to fully understand how the HelpMaster template system works, and how each of the template types interacts with each other. Only by doing this will you be able to fully leverage the functionality that this powerful workflow system can deliver.
HelpMaster supports the following template types:
Think of a template as a blueprint of a particular entity from which new entities can be based upon. A template is thus used to speed the process of performing a repetitive task while at the same time maintaining a standard method of performing such a task. A single template can be used over and over again.
Each template will produce an exact copy of itself which may then be modified.
Job Template | |
Action Template | |
Email Template | |
Billing Templates allow you to define different billing profiles that can be used whenever a chargeable (billable) action is performed on a job | |
The Template Manager - An administration screen to assist in building and linking your templates together |
Templates can be linked to each other to form a workflow model for particular business requirements or processes. This hierarchical linking system conforms to the following template rules.
At the top of the template hierarchy is the job template, followed by Action templates, and finally email templates.
See also
The basic template types
Other template information