WIKI: How to use script categories and keep them organized?

Step [1]: Go to ITSM -> Configuration Templates and then click “Procedures” menu.

Step [2]: ITSM has two folder categories

  • My Procedures folder - The Custom patch Procedures or Custom script procedure can be saved in this folder.
  • Predefined Procedures folder - Built-in patch procedure or script procedures were stored in this folder.

Step [3]: Click Expand Icon to View the Subfolders.

Example 1: Main Folder - My Procedures

Subfolder - The My Procedures folder has inbuilt subfolders namely

1.Ready For Review

Example 2: Main Folder - Predefined Procedures

Subfolder - The Predefined procedure folder has inbuilt subfolders namely

  • Application
  • System
  • File Operations
  • Task Scheduler
  • Log Collection
  • Patch deployment.

Step [4]: A User can add, delete, edit the Subfolder in “My Procedure folder".

Note: The User cannot the edit the predefined procedures and its subfolder, but he can clone the procedure.

Step [5]: To add a subfolder to “ My Procedure folder”, Click the add button.

1.Give a name for subfolder and then click the add button.

Example: Log Script is added as a subfolder for My Procedures.


Step [6]: Click Edit icon to rename the subfolder.

Step [7]: Click delete icon to remove the subfolder.



Step [8]: Click the folder name to view the saved procedures.

Example: Click " Ready for Review" Folder, the procedures which are be reviewed will be saved here.

Step [9]: While creating a new procedure, follow below steps

  • [*=1]Click create procedure button and fill the form by providing a name and a description.
In the folder dropdown, choose the category folder to which the user want to add the procedure.

Example: Procedure Name: Restarts Service

Description: Service that has been stopped can be restarted.

Folder: To add the procedure to Service Child folder, select services from the drop down.

Step [10]: For existing procedures, Click the name of the procedure and click edit button set,

  • Change the folder by clicking the drop down.
  • Choose the appropriate folder and save. Example: "Network" child folder is being chosen from the drop down.