JOB TEMPLATE FOLDERS

Introduction To Job Template Folders

• Select  Process Manager | Job Template Folders from the menu to open the Job Template Folder blade.
• Job Templates are stored in user-configured folders based on a radial menu.
• The center of the menu (grey circle) is the entry point into the folder management system.
• It is the equivalent of a tree structure with the center being the top of the tree but instead of cascading down as in a family tree, it builds outwards in segments. Each segment being a folder, sub-folder, etc.

Creating A Job Template Folder

1. In the Job Template Folders blade, click Add New Job Template Folder
2. The Job Template Folder blade will appear. Select and enter:
   • A Folder Name (this is required)
   • A Folder Description (this is optional)
3. Click the colour box below to choose a colour for your Job Template Folder.
4. Click the Save icon.

Editing / Deleting A Job Template Folder

1. In the Job Template Folders blade, select a job template folder from the radial menu then click the Edit Job Template Folder icon.
2. The Job Template Folder blade will appear allowing you to edit:
   • Folder Name
   • Folder Description
   • Folder color
3. To save your changes, click the Save icon .
4. To delete the Job Template folder, click the Delete Template Folder icon .