Cloning an Existing Template

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:

  1. Click Templates in the Manage section to display a list of available Templates.
  2. Locate the Template that you want to clone.
  3. Click the Options button in the far right of this template.
  4. 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.

  5. (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.

  6. Edit the template information as necessary. See Adding a Template for a list of the template fields.
  7. 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.