How to Create and Use Templates

Summary

Templates save time by reducing repetitive work, standardizing outputs, and improving efficiency across teams. You can create a new template from scratch or clone one from an existing record in the Issue, Action Plan, Risk Scenario and Audit Plan registers.  You can also convert a template into a record or a record into a template.

Creating a New Template

To build a new Template:

1. Go to the Issue, Action Plan, Risk Scenario or Audit Plan register view.
2. Click Create Issue, Create Action Plan, or Create Risk Scenario in the top-right corner.
3. Select the Department that will own the template.
4. Check Create as Template box
5. Fill in the fields with the information you want pre-populated in future records.
6. Click Submit.

Clone an Existing Record into a Template

To create a Template using data from an existing record:

1. Open the Issue, Action Plan, Risk Scenario or Audit Plan you want to use as a base.
2. Click Clone as Template in the top-right corner.
3. Enter a Title for the new template.
4. Click Submit. 

Convert an Existing Record into a Template

An existing record can be converted into a template.  The new template will appear in the template register and the existing record will no longer be in the Issue/Action Plan/Scenario Register.

Convert an Existing record into a  Template:

1. Go to the Issue, Action Plan, or Risk Scenario register view.
2. Find the record that will be turned into the Template. 
3. Navigate to Clone as Template in the top-right corner.
4. Click the down arrow and choose Convert to Template.
5. Answer Yes to the question prompt. 

Convert a Template to a Record

A Template can be converted to a Record.  The new record will appear in the register view and the Template will no longer exist in the Template register.

To Convert a Template to a Record:

1. Go to the Issue, Action Plan, or Risk Scenario register view.
2. Click the Template tab. 
3. Navigate to Clone as Issue/Action Plan/Risk Scenario in the top-right corner.
4. Click the down arrow and choose Convert to Issue/Action Plan/Risk Scenario.
5. Answer Yes to the question prompt.

Where to Find Your Templates

Templates appear in the Register view under the Templates tab.