To create a New Template:
Click the iTRAC tab.
In the navigation pane, click iTRAC Administration > Template Manager.
Click Add. The iTRAC Template Builder window will display.
In the Process Details window, enter a name and description (optional) of the template and click OK.
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.
Add as many Steps and Activities as needed to create the Template.
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.
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.
To save your process, go to File>Save or click the Save button.