Copying Steps

To copy a Step:

  1. Click the iTRAC tab.

  2. In the Navigator, click iTRAC Administration > Template Manager.

  3. Highlight an existing template, click View/Edit. iTRAC Process Builder window will display.

  4. Select an existing step, right-click, and select Copy Step.

  5. The step window will open in edit mode with all the attributes of the selected step. Enter a name to the new step.

  6. Edit step attributes as required. Click OK.