17.3 Using the Template Manager

The Template Manager can be used to create, view, modify, copy, or delete a template. Within the Template Manager you can add, delete, copy, view, and edit templates. Templates can be sorted into folders for easy management

In the Template Manager, you can:

  • Create new workflow templates.

  • Edit or copy existing templates.

  • Define workflow steps:

    • Mark steps as Manual or Automated

    • Include a description of a step or include instructions for iTRAC users

  • Define transitions between steps:

    • Transition type

    • Escalation procedures

    • Timeout and alert attributes

Figure 17-1 iTRAC Workflow

17.3.1 Default Templates

iTRAC is shipped with several templates to use as examples. The process and activity attributes for these templates are set to pre-defined values. Users can modify them to suit their requirements. The default templates are:

  • AlertTimeoutExample

  • TwoStepSimpleExample

  • ConditionalTransitionExample

  • CommandExample