Select a process or operation template

Any template previously saved as a favorite is displayed by name on the Choose Template tab. Templates not saved as favorites may be accessed from the database.

To select template that is saved as a favorite:

Procedure

1. Open the New Process from Template or New Operation from Template dialog box.

2. On the Choose Template tab, click the favorite template you want to use. Use the scroll bars on the right of the tab if the list is extensive.

The Template ID text box is automatically updated with the template ID of the selected favorite template.

The Item Details section in the dialog box is automatically completed with the process or operation ID, revision, and name upon which the template is based.

3. If necessary, click the Configuration tab and set a revision rule for the template.

4. Select Show as new root to open this new process or operation as the root process or operation in a structure view.

5. Click OK. The new process or operation is created.

To select a template from the database:

Procedure

1. Open the New Process from Template or New Operation from Template dialog box.

2. On the Choose Template tab, use one of the following methods to search for the template.

In the Template ID box, type the ID of the process or operation to be used as a template.

Click the Find Template by Name button and search for the template using its name or ID. Use wildcard characters in your search, if necessary.

Click the Find Template by Class button to open the Classification Search Dialog and search for a classified template.

The Item Details section is completed with the information for the template you have selected.

3. If necessary, click the Configuration tab and set a revision rule for the template.

4. Select Show as new root to open the template as the new root process or operation.

5. Click OK.

Displaying the classification hierarchy