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Create a template

Prepare to create a template​

Following are some things to know about configuring a template.

  • There is no limit for the number of templates you can create.

  • Templates are shared at the organizational level, and all approved users can access all templates.

Create a template​

  1. Click the menu icon () at top left.

  2. In the search field, enter Roster Template Setup. When it shows in the list of results, select Roster Template Setup.

  3. Next to Clearpath Roster Templates, click Add New Roster Template.

  4. Enter a name for the template. Users will see this name when generating a roster. As a best practice, enter the name of the carrier the template is for.

  5. Enter a description for the template.

Clone a template​

  1. Click the menu icon () at top left.

  2. In the search field, enter Roster Template Setup. When it shows in the list of results, select Roster Template Setup.

  3. In the Clearpath Roster Templates table:

    1. Locate the name of a template.

    2. Click the down icon () at the end of its row.

    3. Select Clone.

  4. Select one of the following options:

    1. Click Full Clone to clone the template name, description, object configuration, and columns.

    2. Click Detail Clone to clone the template name, description, and object configuration.

Choose objects to store carriers and producers​

Define an object schema between carrier and producer objects.

Fill out the following fields:

FieldWhat to select
Carrier ObjectSearch for an object to store carriers in. Usually, users select the Account object.
Producer ObjectSearch for an object to store producers. The object will have basic information like name and demographic data. Usually, users select the Contact or Producer objects.