^{System Administration → Template Definition}

Template Definition

The purpose of the Template Definition screen is to create a template that can be used for one or multiple jobs. From this screen, the user can view an existing template as well as create a new template for inbound and outbound jobs (Fig. 1).

^{[Fig. 1]}

Table Definitions

• Facility: This is the name of your internal agency that the job belongs to. For instance, if Company A has three subsidiaries, the name of the subsidiary that a job originated from, or is being communicated to, is the name you want to choose.
• Transaction Type: Refers to the type of transaction such as: New Accounts, New Loan Request, Cancellations, Payments, Balances, etc.
• Template (i.e., template name): Name of the template.
• Inbound/Outbound: Refers to the type of template (i.e., inbound or outbound).
  • Inbound: Communication being transmitted into agency.
  • Outbound: Communication being transmitted out of agency.
• Total Elements: Refers to the total number of elements in each template. -----
• **Actions:
  • Edit: By clicking on the Edit icon, in the Actions column, the user can modifies an existing template’s settings.
    
    

Search Table

• Click within the search box located within the upper-right corner of the table.
• Type in your search parameter. Search parameters for this table are:
  • Facility
  • Transaction Type, and
  • Template Name
    
    

Create a New Template

• Click on the Create option located in the upper-right corner of the screen. The Create Template Definition screen appears (Fig. 2).
• Select the SOURCE (i.e., Inbound or Outbound) radio option. We describe each selection's fields below based on whether you chose "Inbound" or "Outbound".
• Source:
  • Inbound: Select this option if this is a source template.
  • Outbound: Select this option if this is a destination template.

^{[Fig. 2]}

INBOUND ---

• Facility: This is the name of your internal agency that the job belongs to. For instance, if Company A has three subsidiaries, the name of the subsidiary that a job originated from, osr is being communicated to, is the name you want to choose.
• Template Name: Refers to the name of the template.
• Transaction Type: From this field, select the type of transactions this template will contain.
• Output Path: -----
• Archival Path: -----
• Check Box [Remove files from the path after process?]: -----
• Delimiter: Choose a delimiter. A delimiter defines the beginning or the end of a character string and is used to separate items within a database.
• File Extention: Select the file type for the source -----
• Header Records: -----
• Check Box [Header has information?]: -----
• Check Box [Check header with file?]: -----
• Trailer Records: -----
• Search based on?:
• Lines terminated with?: -----
• Check Box [Does file contain enclosed ("") value?]:v
• Button [Outbound Elements]: -----
• Button [Create]: Click on the Create button to save your new template.
• Button [Exit]: Click on the Exit button to leave this screen. Any updates since the last save (in this case "create") will not be saved.

OUTBOUND ---

• Facility: This is the name of your internal agency that the job belongs to. For instance, if Company A has three subsidiaries, the name of the subsidiary that a job originated from, osr is being communicated to, is the name you want to choose.
• Template Name: Refers to the name of the template.
• Transaction Type: From this field, select the type of transactions this template will contain.
• Output Path: -----
• Output Type: -----
• Check Box [Remove files from the path after process?]: -----
• Delimiter: Choose a delimiter. A delimiter defines the beginning or the end of a character string and is used to separate items within a database.
• File Extention: Select the file type for the source -----
• Header Records: -----
• Lines terminated with?: -----
• Trailer Records: -----
• Check Box [Does file contain enclosed ("") value?]: -----
• Button [Outbound Elements]: -----
• Button [Create]: Click on the Create button to save your new template.
• Button [Exit]: Click on the Exit button to leave this screen. Any updates since the last save (in this case "create") will not be saved.
  
  

Edit a Template

• Click on the edit icon in the Action column for the template row you wish to edit.
• Make your changes as needed.
• Click on the Update button when done.
• Click on the Exit button to leave the screen. Any changes made since your last update will not be saved.