Creating a template

Standard workflow templates

To access the Standard Workflows select File > Maintenance > Central Workflow > Standard Workflows

To create a new template:

• From the ribbon bar, click Add 
• Enter Type (This dictates what this workflow will attach to)
• Enter the Name of the workflow
• Enter the Deadline Date Type (Offset or Calendar Date) 
• Enter Deadline Date Rule
• Enter Starting Rule if required  
• Click OK to add the template and launch the Step Creation window

Note: The Subject/Workflow types shown are dependent upon the products for which your practice is licensed.