Template (CAT-MIP-000000364)
Accepted • 2025-09-19 • by nicole
Definition
A Template is a reusable configuration object that defines a set of settings, rules, or characteristics to be applied to one or more assets, such as devices, scripts, users, or policies. Templates are commonly used to enforce consistency across environments and to streamline the deployment of standardized configurations. In vendor products, templates may be used for onboarding, automation, security settings, or monitoring configurations.
Prompt Examples
- Apply the Windows onboarding template to all new laptops at the Boston site.
- Does the antivirus compliance template include real-time protection settings?
- List all templates owned by the MSP 'CoreNet Services'.
Agent Execution
When a prompt refers to a "Template," the AI agent will:
- Apply the settings defined in the template to those targets, unless overridden by policy exceptions
- Determine eligible targets (e.g., Devices, Sites, Tenants)
- Log any deviations or errors during application
- Retrieve the template definition, including its scope, settings, and owner
Synonyms
- Blueprint
- Configuration Template
- Policy Template
- Profile
Relationships
- Template appliesTo Device
- Template defines Settings
- Template isBasedOn Policy or Script
- Template isOwnedBy MSP or vendor
- Template mayBeAssignedTo Site or Tenant
History
| Date | Author | Reason |
|---|---|---|
| 2025-08-07 | nicole | Draft – initial term proposal |
| 2025-09-19 | nicole | Accepted – added to CAT-MIP registry |