Template: Save as New

Create Template: Save as New Template

A template may be created from another template. From Main Menu, via Activities, Search Template functions, display template on screen:

Existing template displays on screen.

Click: Activities

Point: Templates

Click: Save As New Template

Template Window displays. Template Type defaults to User. 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

Enter: Template Name

Click: Save Icon on Tool Bar

Following save, Template Name will display in Title Bar