You can specify default templates for creating the following record types:
authority
bibliographic
checkin
contact
course
item
license
order
patron
program
resource
section
vendor
To choose a template at the time of record creation, set the template option as Always prompt for template or Prompt for Template.
When you select Prompt for Template, the system will prompt you for a template the first time you create a record during the session. For subsequent records, the system will remember the most recent template used during record creation. If you want to be prompted each time a new record is created, select the Always prompt for template option.
If you have selected a list of Preferred Templates, only those templates will display in the list for each record type.
For information about adding new templates to the system, refer to the Innovative Guide and Reference, Page # 105825: Managing Templates for New Records
