Template

Prerequisite:

▪Category

Optional:

▪Team

▪Calendar (SE Administration)

▪Document (SE Document)

▪Indicator (SE Performance)

▪Responsibility route

▪Request type

Templates are previously planned structures that can be used in the inclusion of new action plans and isolated actions or in the standardization of those with similar purposes. Through this menu, all templates that will predefine certain information in the action plans/isolated actions included in the system must be recorded.

	Click on this button to add a new action plan or isolated action template. See further details about this operation in the Adding an action plan template and Adding an isolated action template sections.
	Click on this button to edit the data of the template selected in the list of records. To successfully perform this operation, the logged-on user must have the Edit control allowed in the security list of the record in question. See further details about this operation in the Editing an action plan template and Editing an isolated action template sections.
	Click on this button to delete the record selected on the main screen. On the screen that opens, enter an explanation for the deletion. To successfully perform this operation, the logged-on user must have the Delete control allowed in the security list of the record in question.
	Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.