This wizard lets you select and apply a previously saved template (that has pre-defined steps and activities) to a new operation.
- Log into the NPI 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 for more information.)
- On the right side of the window, select Apply a template to this operation.
- Use the Search options to find the desired template. You can filter your search using the Process Name, Operation Name, and/or Step Name filters located above Search By on the toolbar.
- After selecting the search criteria, enter a name in the Search For text box, then select the Search button (the binoculars) to display the search results.
- Select the desired template, then select OK.
The template is applied to the selected operation.