Copying Regulatory Calendar Templates

You can create regulatory calendar templates based on existing templates.

Required access roles: Regulatory Administrator or regulatory calendar template owner

Before you begin: View the list of regulatory calendar templates. See Regulatory Calendar Templates Page.
  1. Select the template you want to copy.
  2. From the page toolbar or Actions menu, click Copy Existing .
  3. Edit these details:

    Field NameDescription
    TitleEnter a descriptive name for the regulatory calendar template.
    DescriptionEnter descriptive information about the purpose and use of this regulatory calendar template.

  4. Click Done.
  5. Click OK to clear the confirmation message.

The app creates the regulatory calendar template in the Inactive state. The new regulatory calendar template includes these items from the source template:

  • The complete schedule (work breakdown structure)
  • Regulatory context, regulatory activity category, and subcategory
  • Regulatory guidelines

You can edit, remove, or add to these items as needed for the new regulatory calendar template.