Configuring Step Templates

Configure step templates to add, delete, or arrange the steps assigned to a template.

To configure a step template:

1. On the Navigation Menu, expand Administration and click Enterprise Data.
2. On the Enterprise Data page, expand Activities and click Step Templates.
3. On the Step Templates page, select a template.
4. In the Steps detail window, you can add, delete, or arrange steps.
   1. To add steps, click Add.
      • In the Step Name field, double-click and type a name.
      • In the Description field, double-click and type a brief narrative about the step.
      • In the Weight field, double-click and type a weight value.
   2. To delete steps, click Context and select Delete.
   3. To arrange steps, click Context and select Move Up or Move Down.
5. On the Step Templates page, click Save.