10.2 Modifying Facility Template

Thus topic provides systematic instructions about the procedure to modify a facility template record.

To modify any facility template, the template record must be in an authorized state. The unauthorized facility template record can be modified only by the user who created the record.

1. From Home screen, select Credit Facilities. Under Credit Facilities, select Maintenance.
2. Under Maintenance, select Facility Template. Under Facility Template, select View Facility Template.
   The View Facility Template screen is displayed.

   Figure 10-3 View Facility Template

   
   

   
   Description of "Figure 10-3 View Facility Template"

   
   
3. Click the list view icon at the top right corner to change the table view to list view.
   The View Facility Template screen is displayed as shown below.

   Figure 10-4 View Facility Template - List

   
   

   
   Description of "Figure 10-4 View Facility Template - List"

   
   
4. Click the search icon to search the required template record.
   The search bar is displayed.
5. Select the status of facility template record based on description in the following table.

   Table 10-3 View Facility Template - Search - Field Description

   Field	Description
   Auth Status	Select the authorization status of the facility template record. The available options are: Authorized Unauthorized

6. Click Search.
   The template records that match the search parameters are displayed.

7. In the View Facility Template screen, click the refresh icon to refresh the template record list.
8. Click the add icon to create new template.
9. Click on the action icon in the required record and select Unlock.
   The Facility Template Maintenance screen is displayed in edit mode.
10. Modify the required details.
11. Click Save.
    The modified details will be reflected upon authorization.