You can retrieve the Template Record (TAD) (also known as a TR) List (TRL) information using the Entity and/or Starting Template Name. Starting Template Name is an optional field. You can enter the Starting Template Name for more specific results.
Retrieve with Entity:
- In the TRL page, you can manually enter the Entity or select the “List”
icon to view the list of Entities. A “Choose from the list” pop-up window is displayed with the list of available Entities. - You can either enter the full or partial desired Entity in the search box or select the desired Entity from the list. By selecting the desired Entity from the list, the Entity will be selected automatically in the Entity field.
Retrieve with Starting Template Name:
- When you enter the first 4 characters of the Starting Template Name in the corresponding field, the Entity for that Template Name will be automatically populated in the Entity field.
- You must select the “Retrieve” button to retrieve and view the Entity and Template information.
The results portion of the TRL page will be displayed with the message, "Template Record List Retrieved Successfully” displayed at the top of the page.
The TRL page will provide the following fields for each Template Name contained in the list of Template Names:
- Template Name
- Template Description
- Effective Date & Time
- CR Status
- PAD Quantity
- Actions
For more information on the TRL field descriptions and their valid values, please click here.