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Add a new standard line

Select the link below to open an eLearning module on How to add a Standard Line.

- How to add a Standard Line (duration = 19 minutes)

To add a new standard line , follow the steps below.

1. Click on the Add Standard Line button.
2. Enter the name of the standard line in the Name field.
3. Click on the Create button. The standard line form appears. At this stage, information can be entered as a draft and saved. The standard line will not become available to use until it is approved.
4. Enter in a code for the standard line in the Code field. This is a mandatory field, but can be any format from 1 to 20 characters.
   
   NOTE the code can be an acronym for that standard line of policy text, a code that internally everyone is aware of, or just a short abbreviation of the subject of the standard line. It is a free format field and will appear when viewing the Standard Line and on the Download Usage Report Spreadsheet.
5. If required, modify the name of the standard line in the Name field.
6. Enter the text for the standard line in the Standard Line Text field. Mail merge fields can be used.
7. Optional: If you would like to add in a standard document that can be used as the response document for a case, then click on the Upload file... button, or drag and drop the document into the Drop files here area.
   
   NOTE the file must be saved in a rich text format (.rtf) and can include mail merge fields. You can review the document by clicking on the Download Test Document link. To Delete the document, click on the Delete link. To replace the Standard Line document, click on the Replace file... button.
8. Optional: Add in any procedural notes on how/when to use the standard line/template in the Handling Instructions field. This field will be visible when selecting the standard line in the Case Details and Response sections.
9. Optional: Add in any additional comments about the standard line in the Notes field. This will only be visible if you click on the name of the standard line and view the full entry.
10. Optional: add in any Links that might be of use to view along with the standard line. This will only be visible if you click on the name of the standard line and view the full entry.
11. Optional: Select one or more groups or teams from the Groups/Teams field that the standard line can be linked to. The standard line will then automatically be suggested for cases where these groups/teams are allocated.
12. Optional: Select Key Terms that are related to the standard line. When a key term is chosen, the related standard line will automatically appear.
13. Enter in Valid from/to dates by using the calendar icon.
14. Optional: Standard Lines can be created for specific Case Types. Click on the Case Types drop down arrow to select which Case Type the Standard Line is available for.
15. Your details will automatically be pre-populated into the Owner field for information only.
16. To save the standard line, click on the Approve button. The standard line is now and will appear when related cases are created on the system.