EASE VFO Template Creation—ASR
Template Creation
/ Take the following steps to create an ASR order template in EASE VFO.
Step / Action
1 / Use the following table to determine the first step.
If / Then
You want to create a brand new template from scratch / With the Order List in view, roll your cursor over the Template tab, select Newand proceed to step 2.
Result: The screen changes to the Template Initiation screen.

You want to create a template using an existing order
Note: You can also save an order as a template while you are viewing the order. While in an order, you can choose Action and then Save As Template from the Order tab drop-down menu. /
  1. Search for the existing order.
  2. Once the order is found and appears in the Order List, click the radio button next to the order.
  3. Roll your cursor over the Order tab and select SaveAsTemplate
Result: The Save Order as new Template screen appears.
  1. Type the template name in the Template Name field.
  2. Type a description of the template in the Description field—for example, SA-2 Point New.
  3. Click the Save button.

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EASE VFO Template Creation—ASR, Continued

Template Creation(continued)
Step / Action
2 / Type the template name in the Template Name field.
3 / Type a description of the template in the Description field—for example, SA-2 Point New.
4 / Choose a value from the Trading Partner field drop-down menu.
Result: The Guideline Version field pre-populates.
5 / Select the type of service for the template from the Service field drop-down menu.
6 / Select the type of order activity for the template from the Activity field drop-down menu.
7 / Click the Initiate button.
Result: The order template is created and the template fields are ready to be populated.
8 / Populate the fields and forms that you want included in the order template.
9 / Once the fields and forms that you want for your templateare populated, either click the Save ICON in the upper right hand corner or select Save from the Template tab drop-down menu.
Result: The template is saved and is available for use when new orders are initiated.

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EASE VFO Template Creation Version 2, November 2007

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