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Duplicate a Template in RPT

The steps below outline the process to create a copy of an existing template. Duplicating a template allows Unit Administrators and Template Administrators the ability to repurpose a template that has already been configured by the institution or their parent unit. This process also allows users to add unit level standing committees to the template. This functionality is useful to Unit Administrators and Template Administrators as it eliminates redundant work while allowing units to customize the workflows and requirements unique to their review processes while respecting the requirements of the parent unit.

 

A video overview and written out steps of the process of duplicating a template in RPT can be found below.

 

Duplicate a template

1. Navigate to Create a Duplicate template under Templates

Navigation: Templates > Create a Duplicate

  1. Click Templates under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Templates selected
  2. Select Create a Duplicate from the Options dropdown adjacent to the desired template to duplicate. 
     Options dropdown with Create a Duplicate selected
 
 

2. Fill out information

  1. Enter in the Template Information for the new template
  2. Click Save & Continue when finished.

It is recommended to review each section of the template to make any necessary changes from the parent template being duplicated from. Check out this article on how to Create a Template To Use as a Starting Point for New Cases for more information.

 
 

Revise Existing Case Review Step to Add Unit Specific Committee

When duplicating a template it may be necessary to update the committee at a given step in order to eliminate the Committee that was assigned by the parent unit when the template was created.

 

1. Navigate to Edit Template under Templates

Navigation: Templates > Edit Template

  1. Click Templates under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Templates selected
  2. Select Edit Template from the Options dropdown adjacent to the desired template to edit.
    Options dropdown with Edit Template selected
 
 

2. Fill out Case Review Steps information

  1. Select Case Review Steps under the Creating a Template section on the right-hand side.
    Creating a Template section with Case Review Steps selected
  2. Click Edit adjacent to the desired step to revise. 
  3. Click Add Committee to add a new committee to the review step.
  4. Fill out information.
  5. Click Add when finished.
  6. Now that the appropriate committee has been added, it is possible to remove the placeholder committee(s) from the Case Review Step by selecting Remove from the Options dropdown.
  7. Click Return to the Case Review Steps button when finished.
    • Repeat the above process above for any additional unit committees (those that are not at the Campus Level) as necessary.
  8. Select Continue to proceed to the Template Summary page when finished.
 
 

If the institution uses academic levels to manage access to cases (in bulk), check out this article on how to Use Academic Levels to Manage Access to Cases and this article on how to Manage Academic Levels for finer control of Unit Administrator and Case Manager access to cases.