Save Descriptions as Templates

Use the Description submodule to save descriptions of selected jobs as templates.

To use the Description submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To save a description as a template:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List and highlight the job with the description that you want to save as a template.
  3. On the side toolbar, click Description.
  4. On the grid toolbar, use the drop-down list to select the description that you want to save as a template.
  5. Click the Description tab.
  6. Click Save as template .
  7. In the Save Description as Template dialog box, enter a name for the template and click OK.