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Configure a Process Template

Edit the Configuration of a Process Template.

Configure a Process Template

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. 1.
    View all Process Templates. The Templates tab displays.
  2. 2.
    Click the ellipses
    icon next to the Process Template name and select the Configure Template option. The Configuration tab displays.
    Configuration for a Process Template
  3. 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.
    • 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. 4.
    Click Save to save your changes.
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