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Manage a workflow template

Follow these steps to view a workflow template.

  1. From the Navigation bar under Appraisals, select Manage Workflow Templates.
  2. Click the Manage link next to the Workflow Template you want to view.

    The workflow template screen displays the defined workflow and workflow steps. Here you can make changes such as editing or adding a workflow step.

  3. Click Save and Close to save your changes and return to the Templates screen or click Cancel to return to the Manage Workflow Template screen without saving changes.