Search Template

The search template allows you to track your submitted template approval status, preview and view existing template setting , as well as clone existing template for modification.

1. Click on "SEARCH TEMPLATE" menu.
2. Enter search criteria.
3. Click on "Search" button.
4. Result displayed as per your search criteria.
• You may perform sorting by clicking on the column header.
• Template status :
• Draft = Template pending submission.
• Submit = Template submitted but pending approval by IT or function head.
• Approved = Template approved and released to user.
• Reject = Template rejected by IT or functional head.
5. From search results, click on "Take Action" link.

1. Click on "Save to Favorite" button to save template as favorite.
• You can easily access the saved template through "Initiate A Process" menu.
2. Click on "Template Preview" button to preview template.
• You will be able see how the form is rendered to requestor and who will be routed for action/approval.
3. Click on "Create New Process" button to initiate new process for submission.
4. Click on "View Template" button to view template setting and configuration.
• You can only view but not allow to save the change of template setting.
5. Click on "Clone Template" button to clone template as new template.
• You will be directed to build template page
• All setting will be cloned to the new template except for prefix