This feature allows you to create a control and form based on an existing template, simplifying the configuration of your controls. To use this feature, you must have the superuser role.
Note: Copying a template allows you to create both the form and an associated draft control. You will then need to modify both the form and the control to meet your configuration requirements
STEP 1
To create a control from a template, go to the Compliance platform menu->Templates.
Figure 1: Control templates menu page
STEP 2
Click on the template options button, then select Copy to create a copy of the form. You can also select Preview to view the form associated with the control.
Figure 2: Control template options page.
STEP 3
In the window that appears, rename the control if needed, then click on Use template.
Figure 3: Confirmation window for copying a control template.
STEP 4
Go to the Configuration → Controls, then search for the control copied in step 3. The control is preconfigured with Draft status. Click on the control to adjust it as required.
Figure 4: Controls menu page under Configuration
STEP 5
Click on the Modify form button, then select Modify form again to make changes to the form.
Figures 5 and 6: Form modification windows
STEP 6
Select the Settings tab to modify instructions or attach instruction documents.
Figure 7: Settings tab page of the copied template form
Select the Form tab to modify question statements, add or delete questions as needed.
Figure 8: Form page of copied template with questions
STEP 7
Click on the control name in breadcrumb trail to return to the copied control template.
Figure 9: Back to copied control button page.
STEP 8
Click on the control name to return to the copied control template. In the copied control, you can:
- Add if you wish a scheduler trigger for task-type controls or the request trigger for request-type controls.
- Modify assignment and decision parameters to suit your needs.
Figures 10,11: Control copy page with changes to be made
STEP 9
Once you've made all the changes you need, click on the Publish button to activate your copy.
Figure 12: Control copy page with Publish button for activation
NOTES
Please note that this document is only a brief guide. The AlphaCCO support team will be happy to assist you if you require further guidance. Please do not hesitate to contact us at support@alphacco.com