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Load MARC Order Record Templates
You can create and save one or more templates for the Load MARC Order Records form. One template can be set as the default so that when you go to the Load MARC Order Records interface, most of the form is already set.
Template Setup Suggestions
- Create a single template where only the provider field and the file you are uploading need to be filled in when you upload a file. Set this template as your default.
- Create a template for each provider account. You can set the most frequently used template as the default and only select a different template when you are uploading a file for a different provider account.
- If you upload files for more than one location (Ordering Agency), you can set up templates for each location.
To Create a Template
1. Enter a name for the template in the Apply/Create Form Template box.
2. Select the fields you want included in your template. In the image below
- Red indicates a required field.
- Yellow indicates an optional field.
- Blue indicates that the field is not part of the template and is set automatically by the system.
3. Click Save Template
4. Click Mark Template as Default if you want the template to already be selected when you come to this screen.
