3.34 Creating Facility with Template

  1. To create the facility using template, click the Facility Template (T) icon.
    The Facility Template window is displayed.
  2. Search and select the Template Code maintained at the Maintenance module. Facility Template associated with the Template Code is displayed.
  3. To add additional facility to the Facility Template, click the right arrow at the left side. Available Facility section expands as shown below:
  4. Drag and drop the required facility from the Available Facility section to the Facility Template section.
  5. To capture the facility details, click the facility in the Facility Template section. Fields related to the facility appear as shown below:

    For field level information refer the below table.

    Table 3-34 Facility Template

    Fields Description
    Facility Description Enter the Facility Description.
    Next Review Date Select or specify the Next Review Date for the facility.
    Currency Search and select the Currency for the Requested Amount.
    Requested Amount Specify the Requested Amount.
    Save Click Save.
    Submit After providing details for all the facilities in the Facility Template section, click Submit. Facility is created and listed in the Basic Info page.