18.6 Managing Templates

18.6.1 Viewing or Editing a Template

  1. Access the Sentinel Control Center. For more information, see Step 1 in Accessing the iTRAC Administration Tools.

  2. In the toolbar, click iTRAC > Template Manager.

  3. Select a template, then click View/Edit to display the Template Builder.

18.6.2 Copying a Template

One way to create a new workflow template is to copy one of the default templates and modify it.

  1. Access the Sentinel Control Center. For more information, see Step 1 in Accessing the iTRAC Administration Tools.

  2. Click the iTRAC tab.

  3. In the toolbar, click iTRAC > Template Manager.

  4. Select a template, then click Copy to display the Template Builder with the copied template

  5. Specify a new name, then edit the template.

18.6.3 Deleting a Template

If you delete a template, any instantiated workflow processes that are based on that template finish normally.

To delete a template:

  1. Access the Sentinel Control Center. For more information, see Step 1 in Accessing the iTRAC Administration Tools.

  2. Click the iTRAC tab.

  3. In the toolbar, click iTRAC > Template Manager.

  4. Select a template, then click Delete.

  5. Click Yes to confirm you want to delete the template.