1. Administrator's Guide
  2. Managing Templates
  3. Creating Templates
  4. Specifying Template Instructions

Specifying Template Instructions

You can specify instructions in the template for completing the close process. Users can view the instructions from tasks in the template. The instructions are also transferred to each schedule.

You may also want to supply additional detail to help users understand the purpose of the template and how to complete the tasks. You can attach additional references.

To specify template instructions:

  1. From the New or Edit Template dialog, select the Instructions tab.

  2. In Instructions, enter instruction text for each task in the template to include.

  3. Click OK.

To add a reference:

  1. In the References section, click Add.

  2. From the Type list, select one of these types:

    • Local File

      Enter a name, click Browse to select and attach the file, and click OK.

    • URL

      Enter a URL name, then enter the URL, for example: Oracle, http://www.oracle.com. and click OK.

    • Optional: Repository File

      From the file list, select the file, and click OK.

      Note:

      The Repository File option is only displayed if the module is configured with Oracle Enterprise Content Management.

  3. Enter the necessary information in the template tabs: