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Vernon CMS Help

Navigation: Vernon Basics > Data Entry > Copying Data

Create a Template

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You can create a template to repeatedly fill in the same information in when cataloguing.

1.Open a new record and enter data into the appropriate fields.

2.Go to Edit menu > Save Record as Template. Portfolio will open and you can save the Template for the current session, or for permanent use.

3.You can either edit the record on screen and save or close the record without saving.

 

There are some fields which cannot be added to templates:

Accession Number

Procedural Status

Member Objects

Status History

Update History

Location Information

Linked Activities

Diary Tasks

Originating Database information