Edit the Configuration of a Process Template.
Follow these steps to configure a Process Template:
View all Process Templates. The Templates tab displays.
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.
Click Save to save your changes.
Click the menu, and select the Configure Template option. The Configuration tab displays.
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.