View a Case Template

The View option allows you to see more detailed information than is available on the main Case Templates panel.

PREREQUISITES:

  • The Business Case security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

To view the details of a case template, follow these steps:

  1. Click Template Setup on the PLL Admin menu panel and select Case Templates.

  1. On the Case Templates panel, select the check box next to the case template you wish to view, then click View record at the top of the panel.

NOTE: Search or filter the records on this panel to quickly find the one(s) you want. See Search and Filter Records for more information.

  1. The View: Case Template panel displays all the basic information about the template.

  1. Click Cancel to close the View: Case Template panel.