Kradle Software
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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.

   Double-clicking on a folder and double-clicking on the center of the radial menu provides zoom-in and zoom-out functions.

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 .
You are here:

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.

   Double-clicking on a folder and double-clicking on the center of the radial menu provides zoom-in and zoom-out functions.

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 .