Creating and Managing VA Menu Templates

VA Menu Templates let you build custom menu folders of programs and reports for standard workflows.

Before you start

• Know which programs and reports belong in each template.

Steps

1. On the main menu, right-click My Tasks.
2. Choose New to work with menu templates.
3. In VA Menu Template, create folders and add the recommended programs and reports.
4. Include custom reports your organization uses.
5. Save the template.

Notes

• Keep templates aligned with how users actually work so the menu stays useful.