1. Click on Workspace
2. Click on Orders
3. Click on Jobs
4. Locate Applicable Job and Click on the > to open Job Detail Flyout
Creating a Template
5. Locate Applicab;e Job and Click on the Job Title
6. Locate the Description Section and Click on EDIT
7. Type in Description
8. Click on Default
9. Click on Save As Template
10. Type in Template Name
If Desired click on Share to Share Template with all Admins
11. Click on Save
12. Click on Update
Updating a Template
13. Scroll Down to Description and Click on EDIT
14. Click on Default
15. Click on Applicable Template to Update
16. Type in or Update Description
17. Click on SAVE
18. Click on Update
