Add a Template to a Model

Learn how to connect a template to a model in Behavioral Case Manager.

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User Permissions:

User will need Manage System Customization permissions to complete the following steps.

Click here for more information on how to manage a user’s permissions.

Log into Case Manager.
Select Admin tab.
Click Manage Models Node.
1. Select Process Model tab.
Click the three-dot Vertical Ellipsis next the desired model.
Select Edit then click Confirm.
A Process Model pop up will appear.
1. Select “Yes, apply to all existing and new cases” or "No, apply only to new cases".
For a Step Template:
1. Decide what Step to add Steps Template Button to.
  1. If using Custom Content Model, Step Template must be added to an Additional Step section.
  2. If using Process Model, Step Template must be added to a Process Step section.
2. Select Add Custom Fields.
3. Click Templates to find desired template.
4. Drag and drop Template to build form.
5. Click Save.
6. Click Publish.
For a Component Template:
1. Select Add Section.
2. Select Add Custom Fields.
3. Click Templates to find desired template.
4. Drag and drop Template to build form.
5. Click Save.
6. Click Publish.

model-bcm insert template