6.1 Creating Case Template

An administrator can define a template that includes substitution variables so that the investigator has a summary of the case and a starting point to begin their narrative.

To create a case template, follow these steps:

1. Click Open Ask Oracle icon to view the Ask Oracle page.
2. Click Admin menu. The Investigation Hub Administration page is displayed.
3. Click Manage Case Templates hyperlink. The Narrative Templates page is displayed.
4. Click Add Template. The Create Template page is displayed.

   Table 6-1 Create Template - Fields and Descriptions

   Fields	Description
   Template Name	Enter the Template Name.
   Template Type	Select Template Type from the drop-down list. The options are Narrative and Summary.
   Case Type	Select AML_SURV Case Type from the drop-down list.
   User Role	Select User Role from the drop-down list.
   Template Body	Enter your analysis and format as required.

5. Click Substitution Variables. The Template Substitution Variables pane is displayed.
6. Select the required Variable hyperlink which is to be added to the template body.
7. Click Create. The template is created successfully.