Template Management

Template Management provides many of the options of the hub level Template Management feature with the exception of creating new templates.

Tip: The Settings page on the workspace template is exactly the same as the hub Settings page except that it allows the administrator to customize the trial level parameters. This way, each trial can be uniquely configured.

At the workspace, or trial, level, there will only be one template. The template listed under Effective is the one that was used to build the site. The administrator can make a working copy of the the template if modifications are needed. For example, if a new country was added to the trial, the template could require modification to add the placeholders for the new country.

The site level Template Management tab allows the user to update the Latest Effective template as follows:

  1. Access the Template Management tab.
  2. Select the top level container in the Latest Effective container.

    The system enables the “New Working” button.

  3. Click on the “New Working” button.

    The system copies the template to the Working Copy container.

  4. Access the copy in the Working Copy container and modify as needed.
  5. Select the top level container.
  6. The system enables the “Make Effective” button.
  7. Click on the “Make Effective” button.

The system overlays the previous Latest Effective copy with the new modified copy.