Selecting Lists and Types > Templates from the Configuration section of the side menu will open the Template List page.

The template list displays any templates that match the filters set above the list. For each template, the following details are shown:

• Name

• Type – This indicates whether the template is used for Appointments, Calls or Tasks.

• For – This indicates whether you can use this template when creating records for Learners, Applicants or Officers.

Open

Filtering the List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

• Search – Here you can search by template Name.

• Number of records – Here you can use the drop-down menu to choose how many results are displayed per page.

Selecting More shows the options to filter by Type and For. Selecting either these will add it to the filters above the list, where it will work like the ones described above.

Exporting the List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Template Actions

Selecting Create from the top-right corner of the page will open a window where you can Create a New Template.

Selecting the ... icon by a template in the list will open a menu with the following options:

• Edit – This will open the Edit Template window.

• Delete – You will be prompted to confirm that you want to delete the template.