- Select Admin on the Dashboard.
- Select Manage Instructional Templates.
- Select Create Template.
- Enter the Template Name.
- Enter the Template Description.
- Choose the Instructional Template Type from the drop-down list.
- Choose the Instructional Template Sub-Type from the drop-down list.
- Choose the Owning Office from the drop-down list.
- Choose Tags from the drop-down list, if applicable.
- Enter the instruction text.
- Select Save.