On the Template Record (TAD) (also known as a TR) page, you must enter the Template Name and optionally enter the Effective Date directly or select it using the “Calendar” icon. The Effective Time is also optional and can be entered if needed. You must then select the “Retrieve” button.
The TR results page will be displayed with the message, “Template Record Retrieved Successfully” displayed at the top of the page. Please Note: Once the TR is retrieved, if the Disconnect check box is selected then the TR is in Disconnect status.
For more information on the Action icon menu items for the TR page, please click here.
Learn more about this topic in the following video!
Disclaimer: This video is intended to be used as a guide for educational purposes only. Pages shown in the video may differ slightly from the Production Environment.