To open and copy a template:You can use the predefined People Management templates as a basis for designing your own windows. You cannot edit the predefined templates directly, but you can make your own copy of any template and edit the copy. You can then always return to the original template if necessary.
Note: We also recommend that you set up templates in a test area. This avoids any security infringements when you run a template to view the windows you are designing. If the Security check box on the Find window is not selected, you can view summary information in the search results about all the people who meet your search criteria. This may include people outside your security profile.
To open and copy a template:In the Navigator, open the People Management Configurator.
In the Find Templates window, select the template you want to copy.
Choose the Copy button.
In the Copy Template window, enter the details for your new template in the Copy To section:
Enter a template code and, optionally, a legislation. These must form a unique combination, but you can create several legislative variations using one template code.
You use the template code when you add the template window to a menu.
Enter a descriptive name for the template
Choose Yes or No to enable or disable the template. While designing a window, you can choose No so that users cannot display the window.
Choose OK. In the Decision window that appears next, choose Yes.
The Designer (People Management) window is displayed along with a representation of how the template window will appear to the user.
To make changes to the template, see Editing a Template.