Creating a Switching Sheet Template

To create a template, do the following.

1. From the File menu, select New, and then select Switching Sheet... The New Switching Sheet window is displayed.

2. From the Switching Sheet Types section at the top of the window, select Template.

3. Do one of the following:

• To create a new, blank template, click Create.

• To create a template based on an existing sheet, select the sheet you want to copy from the Pre-Created Switching Sheets list, and then click Create a Copy. To search for a particular sheet, see “Filtering the Switching Sheet List”.

Note: Although most fields are copied to the new sheet, some fields (such as Audit Log entries and step completion information) are cleared in the new sheet.