Creating practices

This topic describes how to create a practice in the administrative Web interface.

Procedure

  1. In the administrative Web client, click the Process Description Management tab.
  2. Click Create Practice.
  3. Enter a name for your new practice in the Name field and add a description in the Description field. Click Save.
  4. The default language of the practice is English. To switch to a different language, click Switch language icon in the toolbar.
  5. In the Switch Languages window, enter a language name or two-letter language code and click Create. Select the language from the Existing Languages box and click OK.
  6. To add an attachment to your practice, such as supporting materials, under Attachment click Add File.
  7. Click Browse and choose a file to be attached, click OK.
  8. In the Navigator pane, click Add category icon.
  9. To nest a practice child node under your new category, select the category and click New practice element icon next to the category node. Enter a name for your new practice.
  10. To edit and add details to your new practice, select Add section icon in the toolbar.
  11. To add fields to your new section, select Add field icon in the new section toolbar and select one of the following text fields:
    • Add Plain Text Field
    • Add Rich Text Field

Feedback