How to save or delete a method template

How to save a method as a template

You can save a method that you have created yourself as a template if you have Edit global lists authorization (see the Administration and Technical Manual).

Recommendation

The templates for each system are common for all users. Be restrictive in saving methods as templates. We recommend that only methods that are useful for all users be saved as templates.

The table below describes how to save a method as a template:

Step

Action

1

Choose File:Save as Template in the Method Editor.

Result: The Save as Template dialog box is displayed.

2

Enter a name for the template in the Name field,

or

choose an existing template name from the Templates list that shows the available templates within the chosen system.

3

  • Select the system for which the template is intended in the For system field.

  • Select the appropriate technique on the Technique list.

  • Click OK.

Result: The method is saved as a template.

How to delete a template

The table below describes how to delete a template:

Step

Action

1

Choose Edit:Delete template in the Method Editor.

2

  • Select the system and the template that you want to delete.

  • Click the OK button and the Yes button to confirm.

2005-06-15