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.
Disclaimer: Any images in this article are intended to be used as a guide for educational purposes only and they may differ slightly from the Production Environment.
For more information on create a TAD, please click here, or here for more information on the TAD page's fields, their descriptions and their valid values.
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.