Create or Edit a Template to Use as a Starting Point for Cases
A template added to any organizational unit will be available as a starting point for cases created within that unit or its subordinate units.
Manage Templates
Navigate to the Templates page under Review, Promotion & Tenure (RPT) on the navigation menu and click the Add Template button at the top of the page.
- You can also click the Options dropdown and Preview, Edit, Duplicate, or Delete templates from this page.
Downstream Effects of Editing a Case
- Changing a template's title updates it for all existing cases (Open and Closed).
- Changing requirements will only affect future cases created after the update.
- Changing an internal section's title and description will only affect future cases created after the update.
- Editing internal sections of a template used in existing cases may show an in use tag if documents are present. To remove such sections, manually delete the documents in existing cases first.
- Editing internal sections of a template used in existing cases may show an in use tag if documents are present. To remove such sections, manually delete the documents in existing cases first.
Templates can be deleted even after cases have been created from them, but they cannot be retrieved once deleted. Deleting a template does not affect the existing cases; cases and the template’s historical record will remain in the system. It is recommended to archive templates for future use, as archived templates can be reactivated anytime.
Fill out the New Template window that appears and click Continue when finished.
Check out this article on how to Edit a Template for further guidance on editing each template section step.