Design Templates

Design Templates allow you to customize the look and feel of an assessment.

1. Access the Design Templates page.
   1. Select the Default GRC context from the context menu.
   2. Click the Workflow Management tab.
   3. Select Layouts from the Assessment Library group.

      

   

Design Template Functions

You can manage a variety of functions from the Design Templates List screen. This screen allows you to create, update, copy, delete, inactivate, activate, and preview design templates.

Create a Design Template

1. Click Create new template.
2. Fill out the information in the Design Template Screen.
3. Click Save when finished.

Edit a Design Template

1. Mark the checkbox next to the template you want to update.
2. Click Edit. The Edit template screen displays.
3. Update the information in the Design Template Screen.
4. (Optional) Click Preview to see how the assessment would look like once the changes you made have been saved.
5. Click Cancel to undo your changes, or Save to save your changes.

Copy a Design Template

Mark the checkbox next to the template and click Copy to make a copy of the selected template.

Delete a Design Template

Click Delete to remove the selected template from the Design Templates list.

Inactivate a Design Template

Mark the checkbox next to the active template you want to make inactive and click Inactivate.

Note: The status of the selected template changes to No in the Active column.

Activate a Design Template

Mark the checkbox next to the inactive template you want to make active and click Activate.

Note: The status of the selected template changes to Yes in the Active column.

Preview a Design Template

Mark the checkbox next to the design template and click Preview.