Template Maintenance Function - Update Scenarios

Scenario 1: Update Details of a Document Template

Details

Step 1

From the Tree Menu, search for the Template function, and then click once on it.

Step 2

By default, system will display the available document records on the screen.

Note:

  • All the available documents will be listed.

  • User needs to either go through the entire list or input the relevant search criteria and then, click once on the Refresh button.

Step 3

Click once on the Details icon of a document record.

Step 4

System will display the details of the selected document record at the Template Editor panel, focus at the 'Document' section.

Step 5

Click once on the 'Document' section name.

Note: By default, system will open and display the related details, focused at the 'Document' section. User can go to other section by clicking once on the other section name.

Step 6

System will display the related details at the 'Document' section, accordingly.

Note:

  • All the available document templates will be listed.

  • Click once on the Remove Delete icon of a template record, to remove it (if applicable).

Step 7

Click once on the Details icon of a template record.

Step 8

Proceed to overwrite value into all the relevant fields at the bottom of the screen, as follows:-

  • Mouse over each text field, and key in the related field or column value.

  • Mouse over each LOV field, and then click once on the ExpandedPrompt icon, to view the list of options. Thereafter, mouse over an option and then click once on it, to select.

  • Click once on the Calendar icon, for system to display the calendar window for user to select the relevant date value for a field or column.

  • Click once on the Upload button, for system to display the 'Open Directory to Search for File' panel, for user to select the relevant file for attachment to be uploaded.

Note: Click once on the 'View Existing Template' hyperlink to preview the template.

Step 9

Lastly, click once on the Save button. Upon confirmation to proceed with data saving, system will capture and save the data updated.

Note: Click once on the Cancel button, to discard all changes made.

Scenario 2: Update Details of a SMS Template

Details

Step 1

From the Tree Menu, search for the Template function, and then click once on it.

Step 2

By default, system will display the available document records on the screen.

Note:

  • All the available documents will be listed.

  • User needs to either go through the entire list or input the relevant search criteria and then, click once on the Refresh button.

Step 3

Click once on the Details icon of a document record.

Step 4

System will display the details of the selected document record at the Template Editor panel, focus at the 'Document' section.

Step 5

Click once on the 'SMS' section name.

Note: By default, system will open and display the related details, focused at the 'Document' section. User can go to other section by clicking once on the other section name.

Step 6

System will display the related details at the 'SMS' section, accordingly.

Note:

  • All the available SMS templates will be listed.

  • Click once on the Remove Delete icon of a template record, to remove it (if applicable).

Step 7

Click once on the Details icon of a template record.

Step 8

Proceed to overwrite value into all the relevant fields at the bottom of the screen, as follows:-

  • Mouse over each text field, and key in the related field or column value.

  • Mouse over each LOV field, and then click once on the ExpandedPrompt icon, to view the list of options. Thereafter, mouse over an option and then click once on it, to select.

  • Click once on the Calendar icon, for system to display the calendar window for user to select the relevant date value for a field or column.

Step 9

Lastly, click once on the Save button. Upon confirmation to proceed with data saving, system will capture and save data updated.

Note: Click once on the Cancel button, to discard all changes made.

Scenario 3: Update Details of an Email Template

Details

Step 1

From the Tree Menu, search for the Template function, and then click once on it.

Step 2

By default, system will display the available document records on the screen.

Note:

  • All the available documents will be listed.

  • User needs to either go through the entire list or input the relevant search criteria and then, click once on the Refresh button.

Step 3

Click once on the Details icon of a document record.

Step 4

System will display the details of the selected document record at the Template Editor panel, focus at the 'Document' section.

Step 5

Click once on the 'Email' section name.

Note: By default, system will open and display the related details, focused at the 'Document' section. User can go to other section by clicking once on the other section name.

Step 6

System will display the related details at the 'Email' section, accordingly.

Note:

  • All the available email templates will be listed.

  • Click once on the Remove Delete icon of a template record, to remove it (if applicable).

Step 7

Click once on the Details icon of a template record.

Step 8

Proceed to overwrite value into all the relevant fields at the bottom of the screen, as follows:-

  • Mouse over each text field, and key in the related field or column value.

  • Mouse over each LOV field, and then click once on the ExpandedPrompt icon, to view the list of options. Thereafter, mouse over an option and then click once on it, to select.

  • Click once on the Calendar icon, for system to display the calendar window for user to select the relevant date value for a field or column.

  • Click once on the Upload button, for system to display the 'Open Directory to Search for File' panel, for user to select the relevant file for attachment to be uploaded.

Step 9

Lastly, click once on the Save button. Upon confirmation to proceed with data saving, system will capture and save data updated into the system.

Note: Click once on the Cancel button, to discard all changes made.