Overview
Process Templates are used in conjunction with Work Orders. Process Templates allow you to create a process that a Work Order can progress through to eventual completion. A Process can have unlimited stages as well as specified roles, Tags, Custom Fields and Permissions.
Toolbar Options
| • | New - Creates a New Process |
| • | Save - Saves the progress of the current Process Template. Note - Any changes pass through to processes that are currently in use. |
| • | Copy - Copies the currently selected Process Template. |
| • | Delete - Deletes the currently selected Process Template. |
| • | Refresh - Refreshes the current screen. |
Workspace Options
| • | Name - Name of the Process Template |
| • | Active - Status of the selected Process Template |
| • | Template Name - Name of the Process Template |
| • | Collection Singular Name - Singular Name that you want the Template to be referred to in the Work Orders screen. For example, the process template name may be Development Process, however, I would like for it to be referred to as a "Sprint" in the Work Orders applet. |
| • | Collection Plural Name - Plural version of the above name. |
| • | Work Order Item Singular Name - Singular Name that you want the specific items to be referred to in the Work Orders screen. For example, the you may want a Work Order to be referred to as a "Work Package" in the Work Orders applet. |
| • | Work Order Plural Name - Plural version of the above name. |
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