About Templates

Purpose: Templates define how every entity is documented in Governance.

Prerequisites

• Admin/Contributor rights to create/edit templates.
• Clarity on your entity types (e.g., Service, Vendor, Application) and the fields/sections you want to use to document them.

Why templates matter

• Consistent, high-quality information on every entity.
• Easier audits and governance reviews.
• Collaborative for multiple users.
• Update documentation standards once; all entity pages inherit.

What a template contains

• Sections: Reusable groups of fields or relations (e.g., General Info, Ownership, Dependencies) to organize content.
• Tables: Sections may contain tables that list related assets or linked entities (servers, vendors, certificates, backups).
• Fields: Sections may also contain fields, structured inputs like Owner, Criticality, Security Level, Description.

Editing and managing templates

• Only admins and contributors can create or modify templates.
• Changes apply to all entity pages using that template; data stays but hidden fields become invisible until re-added.
• Editors/collaborators can edit the content inside fields/tables according to their access permissions.

Bundled templates

• vScope includes bundled templates for each bundled entity type (IT Service, Information Asset, Vendor…); customize them freely.
• You can revert a template to its default state at any time. Any vScope updates to bundled templates won’t overwrite your customized versions.

Quick flow for creating a template

1. In Governance > Settings > Types, create or confirm the entity type (e.g., “Contact Person”).
2. Under Templates create needed fields, or reuse existing ones (e.g., “Phone Number”).
3. Build sections with fields, tables, or relations to match your standard.
4. Add those sections to the template.
5. Save and verify on a sample entity page.
6. Roll out and adjust as standards evolve.