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:
- Select Fields - Specify the number of stages required
for the workflow process that the template is going to support, and identify
the general template data requirements.
- Define Stages - Identify the specific routing requirements and data field states used in each stage. The data field state controls whether a field is hidden, read-only, or editable.
Create the Template
- Click Administration in the global navigation bar.
- 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.
- 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.
- Type a name for the template, and type the number of stages. Accept yourself
as the template owner, or click
to select another owner. To assign the template to a category, click
.
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.
- 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.)
- To assign Project Codes, Notebook Topics, or User Defined fields, click
the corresponding Assign link.
- 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.
- The graphic workflow represents the available stages and the tabs beneath
the graphic group, and display the data you can define for each stage.
- 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.)
- When you are finished defining the template requirements, click Save Template.