5.5.9 Managing Steps
Steps can be copied, edited, or deleted.
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 displays.
4 Select an existing step, right-click, and select Copy Step.
5 The Step window opens in edit mode with all the attributes of the selected step. Specify a name
to the new step.
6 Edit step attributes as required. Click OK.
Modifying Steps
To edit 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 displays.
4 Select an existing step, right-click, and select Edit Step.
5 Edit the step attributes. Click OK.
To edit a Manual Step:
1 Right-click a Manual Step and select Edit Step.
iTRAC Workflows 121