From ICIHelp7.15
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*Details - displays the name of the template, status, and by whom that template was created by. It also shows the complete set of metadata of that template. Only the primary owner can edit the values of these metadata. | *Details - displays the name of the template, status, and by whom that template was created by. It also shows the complete set of metadata of that template. Only the primary owner can edit the values of these metadata. | ||
| − | *Versions - displays the differnt version of that template which are created. | + | *Versions - displays the differnt version of that template which are created. Whenever a template is edited and saved a new version of the template gets added in this section. You can choose either the old or the new one for your agreement. |
*History - displays the entire life cycle of the template till now. | *History - displays the entire life cycle of the template till now. | ||
| − | *Team - displays the members that are added to the team working on this template for it's complete life cycle. Click the Add icon to add more members. | + | *Team - displays the members that are added to the team working on this template for it's complete life cycle. Click the Add [[File:Add.PNG]] icon to add more members. |
*Notes - displays all the comments which are added while accepting/rejecting the template. | *Notes - displays all the comments which are added while accepting/rejecting the template. | ||
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*Download - the template. | *Download - the template. | ||
| − | *Send for Approval - | + | *Send for Approval - send the template for approval when the template is in draft state. The template will be in draft state |
*Delete - the template, This option will be shown only if the template is in draft state. | *Delete - the template, This option will be shown only if the template is in draft state. | ||
*Edit - the template. | *Edit - the template. | ||
Revision as of 09:56, 3 May 2017
Template Details Page
You can see the current status and all other information related to the template in various sections, which are at the top of this page. You can also perform various actions depending upon your role and the state of the template.
Here are the details you can see on this page when you click on different section at the top:
- Details - displays the name of the template, status, and by whom that template was created by. It also shows the complete set of metadata of that template. Only the primary owner can edit the values of these metadata.
- Versions - displays the differnt version of that template which are created. Whenever a template is edited and saved a new version of the template gets added in this section. You can choose either the old or the new one for your agreement.
- History - displays the entire life cycle of the template till now.
- Team - displays the members that are added to the team working on this template for it's complete life cycle. Click the Add
icon to add more members. - Notes - displays all the comments which are added while accepting/rejecting the template.
You can perform following actions from the Template Details page:
- Download - the template.
- Send for Approval - send the template for approval when the template is in draft state. The template will be in draft state
- Delete - the template, This option will be shown only if the template is in draft state.
- Edit - the template.
- Terminate - the template, for example, when the template is not in use.
Related Topics:
