Creating Templates

  1. Click the iTRAC tab.

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

  3. Click Add. The iTRAC Template Builder window displays.

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

  5. Do one of the following:

    • Drag and drop a step from the Step Palette or an activity from the Activities pane into the Process window.

    • Click the New Step drop-down button in the upper left corner and select one of the following step types. Right-click Start step, select Insert New and select one of the following step types.

      • Decision Step

      • Mail Step

      • Manual Step

      • Command Step

  6. Add as many steps and activities as needed to create the template.

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

    Any step (except for the End step) might have one or more exit transition lines. A decision step must have at least two exit lines.

  8. Right-click each final step in the template and click Add End Transition.

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

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

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