Job Template Editor (JTE)

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Job Template Editor (JTE) is the base version of the advanced master template. You can set the sequence, visibility, access permissions, rename blocks, and add validations for both building blocks and individual elements. You can also choose alternative layouts for standard bullet lists, modify captions, update help content, manage choice lists, customize styles, enhance security settings, and more.

The Job Template Editor is accessible exclusively through Job Management and is restricted to administrators and job description administrators. For full details, please see Security for Accessing the Job Template Editor.

• User Interface
• Data Fields, Tagged Text, User-defined Fields, and Value Strings
• Accessing the Job Template Editor
• Renaming the Job Template Editor
• Copying, Pasting, and Deleting the Job Template Editor
• Reapplying the Job Template to Jobs
• Exporting and Importing the Job Template Editor
• Opening a Job in the Job Template Editor
• Types of Building Blocks
• Adding a Building Block
• Configuring the Building Blocks
• Configuring the Tab Pages
• Configuring the Style Manager
• Security for Accessing the Job Template Editor
• Configuring the Archive Settings
• Turning On and Off the Main Toolbar Buttons
• Turning On and Off the Workflow Toolbar Buttons
• Setting the Default Side-by-Side Profile
• Configuring the Proofreader Option
• Turning On the "Content Search" and "Set Default Text" Buttons in Text and HTML Boxes
• Mass Updating the Building Blocks
• Not Printing the Blank Fields and Captions
• Importing the Security and Visibility Rules for Blocks
• Configuring the "Reports To" field
• Configuring the Artificial Intelligence (AI) Features
• Turning On the "Alternate Layouts" Option
• Word Conversion Profiles
  • Configuring a Word Conversion Profile
• Bullet List Designer
  • Configuring the "Bullet List" Grid Columns
  • Configuring the Captions and Headings
  • Configuring the Rows/Columns in the Bullet List
  • Retrieving Specific Rows from Bulleted Lists for Print Preview and Export
  • Configuring the "Bullet List" Toolbar
  • Validations and Visibility Expressions in Bullet Lists
  • Updating the Column Headings
  • Configuring the Advanced Text Options