Sustainability & Risk / Compliance / Compliance Program Manager

Creating New Notification Templates Based on Existing Templates

Sometimes you might determine that an existing notification template needs minor modifications to make it applicable to a particular program or requirement. In these cases, you can use the Copy As New button to create a new notification template that is based on an existing template.

Note: Since the Compliance Program Manager / Manage Notification Templates task does not work with contracts and contract terms, creating new templates based on existing templates is available only for programs and requirements.

To create a new notification template based on an existing template:

1. Select the Compliance Program Manager / Manage Notification Templates task.
2. Click Select in the row for the notification template you want to base the new template on.

   The Define Notification Template form shows details for the selected template.

3. In the Define Notification Template form, click Copy As New.

   The application presents a new form that contains all the values entered for the selected record except for the Primary Code field that is left blank for the new record.

4. Enter the Notification Template Code, the unique identifier, for the new notification template.
5. Modify information for the template as needed. See the description of fields for adding a new template to guide your entries. See Adding New Notification Templates for Programs and Requirements.
6. Click Save.