Adding branch settings templates

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You can create branch settings templates to select and configure settings to publish to your branches. Using templates allows you to save a record of your settings configurations which is useful for auditing purposes, republishing and general management of large quantities of settings. After selecting the settings you want to add to your template, you can choose the values you want to publish to your branches:

• Default value: Select a setting without making any edits to publish the setting with its default value
• Custom values: Override the setting's default values with your own configuration
• Force default: Force reset any configuration that exists at branch level to the setting's Default value

1. To begin, open Head Office Branch Settings by selecting the Head Office dropdown menu from the left-nav and the Branch Settings menu item.

2. Select the [Manage Templates - F2] button. The Manage Settings Templates window displays.

3. Select the [Add Template - F2] button.
4. The Add Settings Template window displays. Enter a name for your template in the Template Name field.

5. Select the [Select Settings - F3] button. The Select Settings window displays.

6. Use the available Filters to refine the Settings grid to quickly locate the settings you want to add to the template.
7. Once you have found a required setting, add it to your template by selecting the tick box in the Select column.

Note

You must select the tick box in the Select column to add settings to your template.

Note

It is mandatory to add at least one setting to your template.

8. To edit a setting's value or force the default value, select the adjacent Edit icon found in the Action column to enable the Value and Force Default columns. From here, you can perform the following actions using the fields below:

Field	Action
Value column	Enter a custom value for the setting.
Force Default column	Select the tick box in the Force Default column to force the setting's default value.
Save icon	Use the adjacent Save icon found in the Action column to save your changes.

Note

You will only be able to edit one setting at a time. Please ensure you save changes to each setting before selecting to edit another.

9. Once you have selected all your required settings and made all the necessary edits, select the [Confirm - F10] button. You're returned to the Add Settings Template window.

10. Select the [Save - F10] button to save your new template. You're returned to the Manage Settings Templates window where your newly added template displays.