Creating a template is a critical step. A template will only need to be built once and can be used for all NPD projects thereafter.
Step 1: Sign in and go to the Workflow Manager under the Quality Management tab
Step 2: Click ‘Add new template’, A new window will open where the template details can be added
Adding Template Details
Step 1: Select which company site/sites the template will be used in
Step 2: If more than one site is selected there must be a management site and user. This user will be responsible for approving the template when complete
Step 3: Add template title
Step 4: Add template description
Step 5: Select if the product is workflow Y/N
Step 6: If Yes -Select product type and sub type
Step 7: Select which email notifications are required. The best option is to select all as these can be changed at any point
Step 8: If required a ‘Completed Workflow Approver’ can be added. When an NPD project has been completed this user will be required to review the project and provide one final approval.
Step 9: Save or Save & Exit. If selecting save, three new tabs will appear at the top of the screen.