Adding People by Using a Template - Documentation for Ar System 21.05

To create a People record by using a template

1. Log in to Mid Tier .
2. Select Administration Console > Application Administration Console.
3. From the Application Administration Console, click the Standard Configuration tab, and select the correct company. 
4. Click the Create link next to People.
   
5. On the People form, click Select Template.
    
6. On the Person Template dialog box, enter the person's first name, middle name, last name, and login ID.
7. Enter the person's phone number. Click in the phone field and press Enter. You can select a Country Code for a phone number from the list or you can enter one manually. If you omit the phone number, it is set as unknown.

8. (Optional) Enter the email address.
   An email address is required to receive email notifications.

9. From the list select the appropriate template, and then click Select.

   Tip

   If your Remedy ITSM system was installed with the optional sample data, some basic People templates were included with it. You can also create your own People templates.

   
   The dialog box closes. A message describes which other fields in the People form are required, based on the template.

10. Complete the required fields in the People form.
11. On the People form, click Add.
12. Click Close.

To add nonsupport staff by using a template

Support staff can use these nonsupport staff records to complete forms, such as to indicate a customer who called the help desk to report an incident. If nonsupport staff have a login ID and password, they can record their own requests on the Requester console.

1. Log in to Mid Tier .
2. Select Administration Console > Application Administration Console.
3. From the Application Administration Console, click the Standard Configuration tab, and select the correct company. 
4. Click the Create link next to People.
   
5. On the People form, enter the person's first name and last name.

6. Select the client type. The following table lists the client types available for selection.

   Client type	Information required
   Office-based employee, field-based employee, contract	Select or enter a site in the Site field.
   Customer, prospect, vendor	Site information is optional.
   Home-based employee	You must enter the home information.

7. (Optional) Select a contact type, such as Sales or Technical Support.

8. (Optional) Enter the PIN value. PIN value can be alphanumeric and has a maximum length of 30 characters. You can set the length and pattern of the PIN values for the employees of your organization as per your choice.
   For example, you can decide to use a PIN value of five characters with one alphanumeric character and four numeric characters.

   Use the PIN field only for BMC Helix Platform applications, for example BMC Helix Business Workflows. Make sure you do not use this field for Remedy ITSM applications.

9. Set Support Staff to No.
10. Enter the phone number. Click in the phone field and press Enter. You can select a Country Code for a phone number from the list or you can enter one manually. If you omit the phone number, it is set as unknown.

11. (Optional) Enter the email address.
    An email address is required to receive email notifications.

12. If this person is a home-based employee, enter the home address and phone number.
13. In the Organization Information area, select the company and, optionally, select the organization and department.
14. In the Location Information area, select the site. You must select a site for employees, but it is optional for customers and vendors.
15. To allow this person to log on to the system, perform the following steps:
    1. Enter a login ID and password. People who have access to the People form can change their password.
    2. Select a license type of either Fixed, Floating, or Bundled.
    3. (For the Bundled option) From the Bundled License Type field under the Bundled License tab, select the required license bundle from either of the following options. and then click Add Bundle:
       1. 2007 Pricing Model

       2. 2015 Pricing Model

          When bundled licenses of 2015 license model are used, only one bundled license type can be assigned.

16. Click Add.
17. If you entered a login ID and password for this person, you must confirm the password.
18. To add more nonsupport staff records, repeat steps 3 through 13.
19. When you are finished adding people records, click Close.
    If you want to enable full text search, go to the FTS tab of the AR System Administration: Server Information form. For more information, see Enabling and disabling full text search.