Add a template menu to a module

Creating template menus for specific modules streamlines the different tasks for each department in the agency.

For example, the building department and the enforcement department perform some similar tasks, but they also have some unique, department-specific tasks. Creating module specific template menus helps users navigate to tasks that are unique to their department.

To add a template menu to a module

  1. From the Administration menu, select Agency profile > Menu navigation.

  2. Expand the portlet folder where you want to add a template menu to a module.

  3. To add a template menu, choose one of the following steps:

    • Right-click the module folder and select Add template.

    • Right-click the template menu folder you want to copy and select Copy.

  4. To add the template menu, choose one of the following options:

    • Create a template menu. For information on creating a template menu, see Create a template menu.

    • Select the module folder you want to copy the template menu to and select Paste.

  5. To complete the template menu, choose one of the following options:

    • Complete the fields that display and select Submit. For a list of field descriptions, see Template menu fields.

    • If the template menu name is the same as the copied template menu, select OK.

      If you want to change the name of the template menu you are copying enter a new name in the Name field and select OK.