Transaction templates overlay a transaction window, and define the permissions that apply to tasks and roles. Templates govern both the fields on the form you can view and change (View/Edit), and the fields you must complete (Required).

You can define a new template, basing it on existing templates, or combine multiple templates into one. You do this by changing attribute settings.

Use the Template window to define transaction templates.

   To define a template:

1. Name your template as you want the name to appear in the Apply Templates window.

   The application automatically selects the Enabled check box to make this template available for use.

2. Enter a Short Name (the application uses the Short Name as a database key).

3. Select a Template Type:

   • Task templates define the view and edit permissions that you grant for a specific task.

   • Role templates define the view and edit permissions that accompany a role.

4. For task templates, select a Type in the Task Template region:

   • Create to initiate tasks, such as defining positions

   • Update to change data for existing records

     For Update task templates, optionally choose Mark Under Review to require users to update this pending transaction before starting a new one.

5. In the Transaction Type field, choose Position Transaction (the only available choice). Currently, only position transactions use template-based permissions.

6. If you wish to base the new template on an existing one:

   • Choose the Copied Templates tab.

   • In the Templates field, choose a template from the list of values. Repeat this step to add as many templates as you wish to copy.

   • Choose Apply Copy to copy the attributes from the template(s) to the Templates Attribute tab.

7. Choose the Template Attributes tab to review or edit the attributes and their permissions.

   Note: You can choose to hide entire tabbed regions on a transaction as well as individual fields. If you hide a tab, you hide the fields on the tab as well, even if you mark the individual fields as View. For example, you can show or hide the Hiring Information tab or the Budgets tab. If you disable the View check box for Hiring Information, you also hide the fields on the Hiring Information tab, such as FTE or Grade, regardless of their individual settings on the Template Attributes tab. You can also display a tab as read only by enabling the View check box and disabling Edit.

8. Choose Freeze Template to prevent further changes.

9. Save your work.

Making Changes to Templates

You can continue editing your template definition until you process a transaction that uses the template. From then on, the only permitted changes to template definitions are:

• Changing its attributes

• Marking it as an Under Review template (if it is an Update task template)

• Disabling the template