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:
View all Process Templates. The Templates tab displays.
Click the
menu, and select the Configure Template option. The Configuration tab displays. 
Configuration for a Process Template 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.
Click Save to save your changes.