After creating a template, you can modify, copy, delete the Template.
To view/edit an Existing Template:
In the Navigator, click iTRAC Administration > Template Manager.
Highlight a template and click View/Edit. The Template builder displays.
One way to create a new workflow Template is to copy one of the default Templates and modify it.
To copy a Template:
Click the iTRAC tab.
In the Navigator, click iTRAC Administration > Template Manager.
Highlight a template and click Copy. A Template Builder with the copied template displays.
Enter a new name, save and edit the template as needed.
Even if you delete a Template, any instantiated workflow processes that are based on that Template still completes normally.
To delete a Template:
Click the iTRAC tab.
In the Navigator, click iTRAC Administration > Template Manager.
Highlight a template and click Delete.