Configure a Process Template

Edit the Configuration of a Process Template.

Configure a Process Template

Permissions

Your user account or group membership must have the following permissions to configure a Process Template unless your user account has the Make this user a Super Admin setting selected:

• Process Templates: Edit Process Templates

• Process Templates: View Process Templates

See the Process Templates permissions or ask your Administrator for assistance.

Follow these steps to configure a Process Template:

1. View all Process Templates. The Templates tab displays.

2. Click the menu, and select the Configure Template option. The Configuration tab displays.

   

   Configuration for a Process Template
3. Edit the following Process Template configuration as necessary:

   • In the Name setting, edit the unique name of the Process Template. This is a required setting.

   • In the Description setting, edit the description of the Process Template. This is a required setting.

   • In the Version setting, edit the version of the Process Template. This is required setting and accepts numerical values only.

   • From the Category drop-down menu, select to which Process Category to assign the Process Template. To remove a Process Category that is currently selected, click the icon for that Process Category. This is a required setting.
4. Click Save to save your changes.