8.2.1 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 icon to view the Ask Oracle page.
2. Click Admin menu. The Investigation Hub Administration page is displayed.
3. Click Manage Case Templates link. The Create Template page is displayed.
4. Click Create. The Create Template page is displayed.

   Table 8-2 Create Template - Fields and Descriptions

   Fields	Description
   Template Name	Enter the unique Template Name.
   Template Type	From the drop-down list, select the Template Type. The available options are Narrative and Summary.
   Case Type	From the drop-down list, select the required Case Type. Note: If you want to create template for all cases then select ALL from Case Type drop-down list.
   User Role	From the drop-down list, select the User Role. By default, it will be assigned to all the user roles.
   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 link and that will be added to the template body.
7. Click Create. The template is created successfully.