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| Note |
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Note:Wizard-driven steps/work instructions are only available for new operations that don't yet have any steps or activities. If an operation already has steps and/or activities, you can select a step type using the Add |
This wizard lets you select and apply a previously saved template (that has pre-defined steps and activities) to a new operation.
Log into
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the NPI
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client application.
Open a process definition, create a new operation, then double-click the operation to open it for editing. (See Add a new operation to a process flow
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for more information.)
On the right side of the window,
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select Apply a template to this operation.
Use
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the Search
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options to find the desired template. You can filter your search using the Process Name, Operation Name, and/
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or Step Name filters located
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above Search By
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on the toolbar.
After selecting the search criteria, enter a name in
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the Search For
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text box, then select
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the Search
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button (the binoculars) to display the search results.
Select the desired template, then
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select OK.
The template is applied to the selected operation.