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Template: Procedure

This document is a template for an ITSM procedure definition. Version 1.0 (2014-02-21 )

Comments & usage guidance

  • This template provides a generic structure to be applied for defining and documenting any IT service management procedure.
  • For this template and its contents, the terminology (terms and definitions) according to FitSM-0 apply.

[Name of the procedure]

1.   Overview & context

  • The purpose of this procedure is […]
  • This procedure is part of the process [name of the process]

[…]

2.   Triggers

The execution of this procedure is usually triggered by […]

  • [Trigger 1]
  • [Trigger 2]

3.   Steps to be performed

  • [Step 1]
  • [Step 2]

4.   Additional information (optional)

[Any additional information]

5.   Document control

Document ID

[Unique document identifier]

Document title

Procedure: [Name of the procedure]

Definitive storage location

[Storage location, e.g. URL of the file on a server or document management system]

Document owner

[Name of the person primarily responsible for maintaining and reviewing this document]

Version

[Version]

Last date of change

[Date]

Next review due date

[Date]

Version & change tracking

[Version history & simple change log]