Change Template for an Existing Package

From the Package / Single-Project Package tab of the Manage Opportunity page, click the Modify link on the single-project application package you wish to modify. This will take you to the Existing Package page, where you can make any necessary changes to the package templates.

Note: If you change the template associated with a published application package and an applicant submits an application that has the old template in it, then the application will be rejected. If applicants are using the Workspace feature, they need to update their Workspace to apply the changes.

How to Change the Template for an Existing Package

  1. On the Existing Package page, click the Change Template link under the Actions column of the Form Package Details table.

  2. Enter search criteria and click the Search button to locate available package templates for your agency.

  3. Click the Select radio button under the Actions column to choose a different template.

  4. Click the Save button to select the template and return to the Existing Package page. Click the Cancel button if you do not wish to choose a different template.    

  5. The Send Change Notifications via Email checkbox is automatically selected. Applicants who have subscribed to be notified of modifications for this package will receive an email. If you do not want to send a change notification, deselect the checkbox.

  6. You are required to enter a description of your changes in the Package Modification Comments box.

  7. Click the Publish button.

  8. This will take you to the Package Publication Verification page. This is a read-only page to verify your modifications.

  9. To view the application instructions, click the View link in the Application Instructions field. The page will also display the package modification comments.

  10. If you do not want to save the changes you made to the opportunity, click the Cancel button. You will be returned to the Package tab of the Manage Opportunity page and the changes will not be saved.

  11. If you need to make more changes, click the Edit button and you will be returned to the Existing Package page.

  12. If you are satisfied with the changes you made to the opportunity, click the Publish button.

  13. When you have successfully modified your Single-Project package you will be directed to the Package Publication Success page. Click the Continue button to return to the Package tab of the Manage Opportunity page.