Follow these steps to manage control plan templates for service numbers or CLI numbers from the Numbers screen.

Important: This topic provides CPE overview information in direct relevance to the Numbers screen in ACS, and its functions, only. Refer to CPE User's Guide for further information.

1. In the Templates frame on the Numbers screen, perform one of the following actions:

   • Select an existing template from the Templates table

   • Enter the template name in the Templates field and press Enter

2. Tip: To clear your search results from the Templates table, delete the search data in the Templates field and press Enter. The Templates table now displays the full template list.

   Tip: If the template selected is associated with a control plan then the control plan is also highlighted in the Control Plans table above.

3. The following functions are now available to you on the Templates frame of the screen, as shown on the example screen above:

   • Edit – See Editing a Control Plan Template.

   • Copy – See Copying a Control Plan Template.

   • Delete – See Deleting a Control Plan Template.

   • Rename – See Renaming a Control Plan.

   • New Template – See Creating a new Control Plan Template

   • Use Template – See Creating a Control Plan based on a Template.

   • New Control Plan – See Creating a Control Plan.

   Tip: See the Using Control Plans on the Numbers screen procedure for more Numbers screen information.

Follow these steps to edit a control plan template, using the Numbers screen.

1. Highlight the control plan template to edit in the table in the Templates frame of the Numbers screen, and click Edit.

   Result: The selected template is opened in the ACS Control Plan Editor window.

2. In the CPE, make your edits and Save the control plan template.

   Result: You are returned to the Numbers screen in ACS, with the updated template displayed in the templates table.

Related topic

Templates

Follow these steps to copy a control plan template, using the Numbers screen.

1. With the control plan template selected in the table in the Templates frame of the Numbers screen, click Copy.

   Result: The control plan template will be copied, compiled and saved; you see a screen, showing the progress of the copy procedure.

2. Click Close.

   Result: You are returned to the Numbers screen, with the new control plan template, named "Copy of original control plan template name", displayed in the Control Plan Template table.

Related topic

Templates

Follow these steps to delete a control plan template, using the Numbers screen.

1. With the control plan template selected in the table in the Templates frame of the Numbers screen, click Delete.

   Result: The Really delete? prompt is displayed.

2. Click Delete to confirm and the template is removed from the Templates table.

   Click Don't Delete to retain the template.

   Result: You are returned to the ACS Numbers screen.

Related topic

Templates

Follow these steps to rename a control plan template, using the Numbers screen.

1. With the control plan template selected in the table in the Templates frame of the Numbers screen, click Rename.

   Result: The Rename Template - template name screen is displayed.

2. In the New name field, enter the new template name and click Save.

   Result: You are returned to the Numbers screen, with the updated template displayed in the Templates table.

Related topic

Templates

Follow these steps to create a new template, using the Numbers screen.

1. On the Numbers screen, click New Template.

   Result: The New Template prompt appears.

2. Make your selection:

   • Click Control Plan and Template to create a new template and control plan.

   • Click Template Only to create a new template only.

3. Result: The CPE is then launched displaying the new template and/or control plan, as illustrated in Editing a Control Plan Template.

4. Create your new template and/or control plan and click Save as per the standard CPE procedure.

   Result: You are returned to the Numbers screen in ACS, with the new template and/or control plan displayed in the Templates table.

Follow these steps to create a new control plan based on a template, using the Numbers screen.

1. With the control plan template selected in the table in the Templates frame of the Numbers screen, click Use Template to create a new control plan based on the selected template.

   Result: The New Control Plan based on Existing Template prompt appears.

2. Make your selection:

   Click Read Only to open the template (that is to be used for the control plan) as read only. This means that the structure cannot be changed; no nodes can be added or deleted.

   Click Writable to open the template (that is to be used for the control plan) in edit mode. This means that you are able to change the structure; nodes can be added and deleted.

   Result: The CPE is launched displaying the new template and/or control plan, as illustrated in Editing a Control Plan Template.

   Tip: The "Control Plan Name" will be the service number or CLI number selected.

3. Create your new control plan and click Save as per the standard CPE procedure.

   Result: You are returned to the Numbers screen in ACS, with the new template and/or control plan displayed in the Templates and/or Control Plans table.

Related topic

Templates

Follow these steps to create a control plan, using the Numbers screen.

1. With the control plan template selected in the table in the Templates frame of the Numbers screen, click New Control Plan.Result: The CPE is then launched ready for a new template and/or control plan to be created.

   Tip: The "Control Plan Name" will be the service number or CLI number selected.

2. Create your new control plan and click Save as per the standard CPE procedure.

   Result: You are returned to the Numbers screen in ACS, with the new template and/or control plan displayed in the Templates and/or Control Plans table.

Related topic

Templates