Before you can add a batch to the database, you must create the batch template. Batch templates define basic information about the batch, such as the fields included in the batch and default values for the fields.
To add a batch template, select Add on the action bar of the Batch Templates page in Batch entry. The Select a batch type screen appears where you can select a batch type to use as the basis for your new batch template. Use the Category field to narrow the batch types that display.
After you select a batch type, click OK.
The Add a batch template screen displays and includes a series of tabs designed to walk you through the process of creating a batch template.
On the Let's Get Started tab, work with the batch template name, workflow, and numbering scheme.
On the Select Fields and Defaults tab, specify how the template be used.
On the Configure Options tab, specify options for commit, constituent matching, and constituent updates.
On the Set Permissions tab, assign permissions to the batch template.
On the Confirm and Save tab, review batch template information to ensure the fields and options you selected are accurate, and save.
From any of the tabs, use Previous and Next to move between the tabs, or click the links at the top of the screen.
Tip: A blue circle indicates the tab you are currently using. When required information is missing, a yellow warning appears.