Assigning Available Ad Hoc Templates to a Facility - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Configuration-Integrated-Mode/Configuring-ROI/Configuring-ROI-Facility-Settings/Assigning-Available-Ad-Hoc-Templates-to-a-Facility - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

For each facility in ROI, you can assign ad hoc templates. Unlike templates specified for the ROI process, documents generated from ad hoc templates are not contingent on any executed action and are not included in request packets. They can be generated and printed from any request that is in progress.

Note:

To print composed documents, users must have the Create and Print privilege for the Document Types assigned to the associated templates.

To assign available ad hoc templates to a facility:

  1. From the Facility List dialog box, select a facility.
  2. Click the Ad-Hoc Templates button. The Ad-Hoc Templates dialog box is displayed.
  3. To assign templates to the facility, select them from the Available list and click Add. All system templates are available for selecting.
    To remove templates from the facility, select them from the Selected list and click Remove.
  4. Click Close to save your changes.