Creating Templates - Novell SENTINEL 6.1 SP2 - 02-2010 User Manual

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5.4.1 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.
4 In the Process Details window, provide a name and description (optional) of the template and
click OK.
5 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
6 Add as many Steps and Activities as needed to create the Template.
7 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) might have one or more exit transition lines. A
Decision step must have at least two exit lines.
8 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.
9 To save your process, go to File>Save or click Save button.
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