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Create a Workflow Template

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A workflow template defines a process for evaluating and approving or rejecting requests for new work. The Request Template is a workflow template. This template defines a workflow process for evaluating new project requests.

When you create a template, you do two things:

Create the Template

  1. Click Administration in the global navigation bar.
  2. From the Workflow Templates section, click Create Request Template.
Note: The create template links do not appear unless you have privileges to create and modify templates.
  1. To build a new template from the ground up, select Blank Template. Or, select an existing template on which to base the new template. Then, click OK.
  2. Type a name for the template, and type the number of stages. Accept yourself as the template owner, or click assignicon to select another owner. To assign the template to a category, clickassignicon.
Note: Only users who have the privilege to create templates appear in the list of available template owners. The Template Category list will be empty if no categories have been defined.
  1. Mark or clear the checkboxes to indicate which data fields you want to include in the template. If you include spending and benefit plan data in the template, also choose a time interval for recording that data. (See Related Links at right for data field definitions.)
  1. To assign Project Codes, Notebook Topics, or User Defined fields, click the corresponding Assign link.
  2. Click Next to display the Define Stages page.
    • The graphic workflow represents the available stages and the tabs beneath the graphic group, and display the data you can define for each stage.
    • The tabs that display correspond to the data selections you made on the Select Fields page (for example, General Fields, Project Codes).
    • In addition, a Reviewers tab displays for each stage except the first.
  3. Define the data requirements for each workflow stage and, for every stage except the first, select reviewers and specify a review type. (See Tips at right for more information about specifying data field states and reviewers.)
  4. When you are finished defining the template requirements, click Save Template.

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