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  1. View previously entered Template Pages information.

  2. To Export the list, select from the options .pdf (blue star), .xls (blue star), or .rtf (blue star).

  3. To Edit or Delete, select the Action icon (blue star).

  4. To sort the column, click anywhere inside the header. The column can be sorted in ascending or descending order.

  5. Select ADD FORM.

    image-20240222-141113.png

  6. Select the Page from the dropdown menu.

  7. Select the Template from the dropdown menu.

  8. Select the Case Group.

  9. Select the Case Type.

  10. Select SAVE to add a template page configuration.

  11. Otherwise, select CANCEL to return to the previous screen.

    image-20240222-141606.png

Panel Mapping

View the image below to see where each Custom Panel is located on the Summary Screen.

  1. Custom Panel Header

  2. Custom Panel 0

  3. Custom View Panel 1

  4. Custom View Panel 2

  5. Custom View Panel 3

  6. Custom View Panel 4

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