Template: Save As

Create Template: Save As Template

From a draft/finalized IPE Original, IPE Change or Non-IPE Service Worksheet:

Click: Case Process

Point: Template

Click: Save as Template

The Save As Template window displays. Information from the IPE Original, IPE Change or Non-IPE Service Worksheet displays on the Template form.

Review information contained on all tabs: Main, Services, Criteria. Information may be edited; deleted and/or additional information may be entered.

Enter: Template Type from drop-down list (defaults to User)

Enter: Template Name

Click: Save Button (located at bottom of screen)

The template is saved and the Template Name displays in the Title Bar.

Close Template Window

Click: X in upper right hand corner

Other Command Buttons

Click: Cancel Button to return to previous screen

Click: Help Button to access Help Topic