On the Template Record Selection (TEC) page, after retrieving and selecting a Template Record (TAD) (also known as a TR), select the “Copy” icon.
You will be directed to the TR page with a "Copy Template Record" pop-up window. On the "Copy Template Record" pop-up window, you should enter the Effective Date and Time, select the Actions and the Copy Portions from Source sections. By selecting the “Cancel” button, you will be redirected back to the TEC page.
By selecting the “Submit” button, the TR page will be displayed with message, “Copy is Pending and you must submit or save the record to complete Copy Action” at the top of the page. You can update the details in the TR page and then select the “Submit” button.
A message, “Template Record copied successfully” will be displayed at the top of the page.
For more information on the general copy rules, please click here.
For more information on how to disconnect the TR, please click here.