Use a Grower/Agency Template

All Reinsurance Years

A Map Template saves the Layer, Label, Shading, and Print Settings for a grower or agency. Once created, an Agency Template is available to any user that has access to policies for that agency and the style settings can be quickly applied to a map; however, a Grower Template is saved/stored for the current grower only. Templates can only be created by users with the proper permissions; users can always access existing templates.

1. Open the policy for the grower and select the Map tab. The Mapping window opens for the policyholder and zooms to a view of the fields associated with the policyholder.
2. In the Map window, click . The Grower/Agency Templates panel opens.
3. In the Name field, type a name to assign to the template.
4. In the Description field, type a description of the template you are creating.
5. In the Content section, click in the Layer Preferences field to expand the dropdown of available layers to include in the template. Use your mouse to select the layers to include with the template. The selected layers display in the Layer Preferences field. To remove a selected layer, click the X that corresponds with the layer you want to remove.
6. In the Content section, click in the Report Printing Preferences field to expand the dropdown of available reports to include in the template. Use your mouse to select the reports to include with the template. The selected reports display in the Report Printing Preferences field. To remove a selected report, click the X that corresponds with the report you want to remove.
7. Next, perform one of the following options: 
• To create an agency template, click Add Agency Template. The System saves the template to the agency record so that it is available within the Mapping module for every grower associated with its agency. The Type field on the Grower/Agency Templates panel updates to display "Agency Template". The Template is also available from the Template dropdown when viewing any grower linked to the agency from which it was created.
• To create a grower template, click Add. The System saves the template to the grower record and the Type field on the Grower/Agency Templates panel updates to display "Grower Template". The Template is also available from the Template dropdown when viewing a policy for the current grower.
1. Open the policy for the grower and select the Map tab. The Mapping window opens for the policyholder and zooms to a view of the fields associated with the policyholder.
2. In the Map window, click . The Grower/Agency Templates panel opens.
3. From the --Select Template-- dropdown at the top of the panel, select from an available template. Templates saved to the selected grower and agency display in this dropdown if they were previously created.
4. Close the panel to apply the template to the Mapping module.
1. Open the policy for the grower and select the Map tab. The Mapping window opens for the policyholder and zooms to a view of the fields associated with the policyholder.
2. In the Map window, click . The Grower/Agency Templates panel opens.
3. From the --Select Template-- dropdown at the top of the panel, select the template to delete.
4. Click Delete. The template is deleted and no longer display in the --Select Template-- dropdown.
1. Open the policy for the grower and select the Map tab. The Mapping window opens for the policyholder and zooms to a view of the fields associated with the policyholder.
2. In the Map window, click . The Grower/Agency Templates panel opens.
3. From the --Select Template-- dropdown at the top of the panel, select the template to update. Its selections are loaded into the template.
4. Make changes as necessary to the template and click Update.