Provide a title, change the owner, and set global options for a template.
Enter a unique, descriptive name for this template. This title will appear on the templates list and at the top of your report or policy. The title can have a maximum of 64 characters and is case-sensitive.
Note: The Owner menu is only visible to Managers and Unit Managers. The owner can only be changed in user-created report templates.
When creating a new report template the user creating the template is automatically set as the owner of the template (no other options appear on the Owner menu). Managers and Unit Managers have the option to change the owner. To change the owner, first save the template and then edit the template. On the Edit page, select a different user from the Owner menu. The possible assignees listed in the Owner menu depends on the global status of the template, the role of the manager making the change, and the current owner's role and business unit.
Global report templates may be owned by Managers and Unit Managers.
user performing the action |
current Owner |
possible new owner |
Manager |
Manager in the Unassigned business unit |
Manager in the Unassigned business unit |
Manager |
Unit Manager in a custom business unit |
Manager
in the Unassigned business unit |
Unit Manager |
Unit Manager in a custom business unit |
Unit Manager in the same business unit as the current owner |
Non-global report templates may be owned by Managers, Unit Managers, Scanners and Readers.
user performing the action |
current Owner |
possible new owner |
Manager |
Manager, Scanner or Reader in the Unassigned business unit |
Manager, Scanner or Reader in the Unassigned business unit |
Manager |
Unit Manager, Scanner or Reader in a custom business unit |
Manager
in the Unassigned business unit |
Unit Manager |
Unit Manager, Scanner or Reader in a custom business unit |
Unit Manager, Scanner or Reader in the same business unit as the current owner |
(Managers and Unit Managers only) Managers can select this option to make the template globally available to all users in the subscription. Unit Managers can select this option to make the template globally available to all users in their business unit. If you clear this option at a later time, the template will no longer be available to sub-users.
Note that all users have the option to save personal copies of global templates published by their Managers in order to use them as the basis for new templates.