Create clones or copies of an existing template and save it to the
system.
To create a clone of an existing template, follow these steps:
-
Click Templates in the Manage
section to display a list of available Templates.
-
Locate the Template that you want to clone.
-
Click the Options button in the far right of this
template.
-
Select CloneTemplate from the dropdown menu in the
Options button.
A new copy of the template is created.
The following screenshot show a clone of Staff Assignment template named,
"Assitance Needed" created and saved in the system. The "Copy
1" suffix indicates that this is the first clone or copy of this
template.
-
(Optional) Choose one of the following to edit the clone template:Select
Edit Template from the dropdown menu in the
Options button.
- Click on the Cloned template that you want to edit to display the Edit
Template page.
- Select Edit Template from the dropdown menu in
the Options button to display the Edit Template
page.
-
Edit the template information as necessary. See Adding a Template for a list of the
template fields.
-
Select one of the following to close the Edit Template page.
- Save — to update the template and save changes to
the system.
- Cancel — to return back to the
Templates page without adding a
template.