The following are the two types of a simple business process template that you can create:
- Type 2: Moderate — This template gives you the ability to add data elements and processing purposes at the business process record level. You will not be able to configure the data element or processing purposes at the system level or detail the movements between entities in the data flow setup process. This template supports the creation of Article 30 and Business Process summary reports.
- Type 3: Easy — This template gives you the ability to add data elements and processing purposes at the business process record level, but excludes the system and data flow setup pages. This template supports the creation of Article 30 and Business Process summary reports.
1. From the left side of the page, hover the mouse over the Data Mapping & Risk Manager icon, and then navigate to Settings (1) > Record Templates (2).
2. In the top-right corner of the page, click Add New.
3. Do the following:
- Enter a unique template name and a description (3).
- Set Template Type to either Type 2: Moderate or Type 3: Easy (4).
- Select the entities that should have access to the template (6).
- Click Next.
NOTE: The Activate the template switch (5) is enabled by default. You can click the switch to disable the template.
4. Under “Setup”, add a custom page name.
NOTE: The name that is entered into the Custom Page Name field will be the title of the custom page on any business process record that uses this particular template type.
5. Drag and drop the question field types from the column labeled “Choose Field Types” onto the main screen.
6. Do the following:
- Add a custom label or question (7).
- Enter a description (8).
- If required, add answer choices or options (9) to the question.
- Click Save.
You can use the drag-and-drop icon (10) to move the question field to a different location or position on the page.
7. Enable the business process custom page by clicking the Enable Custom Questions Page button (11), and then click Next. If this toggle is disabled, the page will not display within any business process record.
NOTE: You can click Show all linked business processes or forms (12) to see a list of linked business process records and forms for the template.
8. On the Tags tab, you can select different tags that you can associate with the business process record template.
9. Click Finish.
NOTES:
- When creating a business process record, you should be able to select the template that you just created.
- You can edit, clone, or delete a business process record template by clicking the Edit, Clone or Delete icon under the Actions column in the Business Process Templates page.