Set Up COC Templates

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EQuIS 7  >>  EDGE > Setup Guidelines >

Set Up COC Templates

EDGE includes an example Chain of Custody (COC) template at …\EDGE\COC Template. This template is available for selection in the EDGE COC Manager.

 

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1.View the selected COC template in Excel by clicking on COC Options from the ribbon.

 

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2.Select Open Blank Template in Excel.

 

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3.Save the project COC template in the COC template folder as as indicated below - (EDGE > Options > Working Folders),

 

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4.Remove any files you wish to exclude from the COC drop-down list.