Create a Template from a Compliance Process
Access the Compliance Processes list page.
Click on a Compliance Process record in the list to open the The ‘Compliance Process’ page. Click the
Create a Templateicon 1.
Create Templatewindow appears. Click the Tick icon 1 to confirm you want to create the Compliance Process Template from this record. (Or, click the close icon 2 to cancel the create.)
If a template(s) exist with very similar wording to the template you are creating, then the following window is displayed listing the matching template(s). Click the Tick icon 1 again to confirm you want to continue the create new Template. (Or, click the close icon 2 to cancel the create.)
A confirming message will display. View the new Compliance Process Template record in the Compliance Process Templates list page.