Editing restriction templates

26s, no sound

Once a template has been created, you can edit it by adding or removing branches.

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

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

3. Locate the template you want to edit and select the adjacent Edit icon found in the Actions column. The Edit Restrictions Template window displays.

4. From here, you can perform the following actions using the fields below:

Field	Action
[Select Branch - F2]	Open the Select Branch window where you can search for and select all the branches you want to add to the restrictions template. Select the [Confirm - F10] button to save your changes.
[Select Subgroup - F3]	Open the Select Subgroup window where you can select all the subgroups of branches you want to add to the restrictions template. Select the [Confirm - F10] button to save your changes.
Is Test column	Mark individual branches as test branches by selecting the checkbox in the Is Test column.
Delete icon	Remove branches using the Delete icon in the Actions column.

Note

It is mandatory to have at least one branch to your restrictions template.

5. Once you have completed all the required edits, select the [Save - F10] button to save your template. You're returned to the Manage Restrictions Template window.