| *Add |
Creates a Smart Template. Fields included:
- Name: The name of this smart template. Required field.
- Organization: A smart template, similar to a template, can
optionally be attached to an organization level (institution, agency,
region, or station). Where a smart template is attached will affect
who can use the smart template and where it can be used (similar
to the Security restrictions on a template).
- Contained Blueprint: Adds and associates blueprints to
this Smart Blueprint. A Smart Blueprint can hold several blueprints
with unique effective dates. Overlapping periods plus one blueprint
with no period are acceptable. A blueprint with no period is the
default blueprint; and activates on the Planning board when the
other blueprints within miss the target date.
|
| Edit |
Edits a Smart Blueprint. |
| Delete |
Removes the Smart Blueprint; however, blueprints
contained in the selected Smart Blueprint are not deleted. Blueprints
remain available in the Setup > Schedule > Blueprint area. |
| Audit |
Tracks user activity in the Setup > Smart Blueprint
area. |
| Search |
Locates and narrows the list of smart blueprints
displayed. |