Creating a Template with the Process Manager

To create a template that can be used to generate new processes in the Process Manager form:

  1. In the Process Manager form, click the Templates tab.
  2. Click Add New.
  3. Specify the process type for the new template. Process types are defined on the Process Manager - Process Types form.
  4. Specify a name for the template.
  5. Click Save Template to display additional fields.
  6. Optionally, specify the Position, Location and Department to use for the employee role to which this template applies.
  7. Click Add a Task and add any tasks that are specific to this template.

    See Adding a Task with the Process Manager.

  8. Click Save Template.

To update an existing template, use the Templates tab to find and select the template, and click Edit. You can add or delete tasks or change some of the information in the header fields.

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