After creating a template, you can modify, copy, or delete it.
Access the Sentinel Control Center. For more information, see Step 1 in Accessing the iTRAC Administration Tools.
In the toolbar, click iTRAC > Template Manager.
Select a template, then click View/Edit to display the Template Builder.
One way to create a new workflow template is to copy one of the default templates and modify it.
Access the Sentinel Control Center. For more information, see Step 1 in Accessing the iTRAC Administration Tools.
Click the iTRAC tab.
In the toolbar, click iTRAC > Template Manager.
Select a template, then click Copy to display the Template Builder with the copied template
Specify a new name, then edit the template.
If you delete a template, any instantiated workflow processes that are based on that template finish normally.
To delete a template:
Access the Sentinel Control Center. For more information, see Step 1 in Accessing the iTRAC Administration Tools.
Click the iTRAC tab.
In the toolbar, click iTRAC > Template Manager.
Select a template, then click Delete.
Click Yes to confirm you want to delete the template.