Template: Promote Templates

To promote a User template to a District Office or Statewide Template, follow the steps listed below. Note: In order to promote a template to a District Office or Statewide level, the "promoter" must be assigned the FINALORG or FINORGNOAU role in CaMS, meaning you can add/edit organization information via the View/Maintain Organization function.

Access the Search Templates window:

Click: Activities

Point: Templates

Click: Search Templates

The Search Templates Window displays.

The Template Type defaults to User and your name should be listed as the User Name.

Change the User Name to the User whose templates you wish to promote to District Office or Statewide.

Click: User Name Drop Down List

Select: User Name

In the Template Name field:

Enter: Template Name (that you wish to promote)

Click: OK

Search Results Window displays. To view template, highlight template:

Click: View

Template displays.

Click: Activities

Point: Templates

Click: Save As New

Template Window displays; template information is copied from User Template Window. Modify template information, as appropriate.

Change Template Type to District Office or Statewide.

Enter the Template Name for the District Office or Statewide Template. Note: Established naming convention for Statewide Templates: <DO> <Service Type> <Vendor Name> <Year> <Description>

Click: Save

Template is saved as District Office or Statewide Template when Template Name displays in Title Bar.