Creating Templates

To create a New Template:

  1. Click the iTRAC tab.

  2. In the navigation pane, click iTRAC Administration > Template Manager.

  3. Click Add. The iTRAC Template Builder window will display.

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  1. In the Process Details window, enter a name and description (optional) of the template and click OK.

  2. Drag and drop a Step from the Step Palette or an Activity from the Activities pane into the process window. Or click the New Step drop-down and select a Step type. Or right-click on Start, hover on Insert New, and select a Step.

  3. Add as many Steps and Activities as needed to create the Template.

  4. Create transitions between each Step. To create Transitions, right-click on the step after which you need to add transition and click Add Transition.

NOTE: Any step (except for the End step) may have one or more exit transition lines. A Decision step must have at least two exit lines.

  1. Right click on each final step in the Template and click Add End Transition.

NOTE: On the bottom of the iTRAC Template Builder is a message pane that will list any warnings or errors about incomplete steps during the construction.

  1. To save your process, go to File>Save or click the Save button.