- From the Main Menu, select KRI | Work with KRI records. 
- The KRIs List is displayed. 
- Click the KRI in the List on which you want to base the new KRI Template. 
- The KRI Page for that KRI is displayed. 
- On the KRI Page, click the ‘Create Template’ icon 8. 
- A confirmation dialog is displayed: 
- In the confirmation dialog, either: - click the Tick icon 1 to create the Template, or 
- click the ‘Close’ icon 2 to close the dialog without creating the Template. 
 
- Check that the Template has been created: - From the Main Menu, select KRI | Manage Templates. 
- The KRI Templates Page is displayed. 
- The new Template has the same Title as the KRI Record from which it was created. 
 

