Template management

What are templates in equipme? Templates are powerful tools that let you create standardized service configurations and allocate them efficiently to your employees. They serve as central guidelines for departments, locations, or even the entire organization, helping you streamline processes and automate resource provisioning.

Why are templates important? With templates, you can make sure employees across different areas always receive the equipment and services they need. This saves time, reduces administrative effort, and ensures consistency. At the same time, templates give you the flexibility to meet individual requirements while keeping everything structured.

How do templates work in equipme? Templates prepare specific services or items for defined contexts. Examples include:

• Employee templates with standard equipment such as laptops, smartphones, or docking stations.
• Location templates tailored to the requirements of a specific office or site.

You can decide whether services should be activated immediately, whether items are taken from inventory or ordered as new, and you can easily adjust templates by adding or removing items whenever needed.

Key features: apply to employees, groups, and locations Templates are not limited to individual employees. You can also apply them to groups or locations. That means:

• When a new employee is added to a department, services can be assigned automatically.
• With synchronization processes, templates ensure provisioning happens without additional manual effort.

➡️ For a closer look at how this works, check out the end of the video below, where templates for groups and locations are explained in more detail.