Create a template

Steps to create a template in Touchstone Re.

Admin > Administration Console > Object Management > Aggregate Program Analysis Template >

Admin > Administration Console > Object Management > Aggregate Portfolio Analysis Template >

Templates allow you to specify default settings for an analysis. There are two kinds of templates: program and portfolio. Verisk supplies a default template for each type. To create a new template, you must have the appropriate license.

Procedure

  1. In the Analysis Template pane:
    1. Select a unique and descriptive name for your template.
    2. Enter a description.
    3. Establish defaults for each of the fields in the sub-panes:

      • Portfolio Filter [Portfolio template only]

      • Analysis Settings

      • Output Options

      • Analysis Management

      For more information on each field click (upper right corner of the sub-pane) to display the online help.

  2. Click .
  3. To establish this template as the default, click .