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 displays.

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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 button in the upper left corner and select one of the following Step types. Or right-click Start step, select Insert New and select one of the following Step types.

    • Decision Step

    • Mail Step

    • Manual Step

    • Command Step

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

    2. Create transitions between each Step. To create Transitions, right-click 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 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 lists any warnings or errors about incomplete steps during the construction.

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