Creating, Editing, and Copying Data Collection Templates

See Design Considerations before creating or editing your data collection template.

  1. On the navigation column, point to System Administration and click Workflow Administration.
  2. On the navigation column, click Data Collection Templates.
  3. To create a new template, click New. Or, to edit an existing template, point to the action icon for the template and click Edit Details. Or, to copy and edit an existing template, point to the action icon for the template and click Copy.
  4. Complete the fields.