Create a Template from a Compliance Process

  1. Access the Compliance Processes list page.

  2. Click on a Compliance Process record in the list to open the The ‘Compliance Process’ page. Click the Create a Template icon 1.

  3. A Create Template window 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.)

  4. 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.)

  5. A confirming message will display. View the new Compliance Process Template record in the Compliance Process Templates list page.



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