Template Management

Stage Management

You use the Stage Management page to update, add or delete existing stages, or set the sequence of how you want stages to appear in the schedule.

To manage an existing stage:

1. If necessary, rename a stage by typing a new name in the Stage field.

2. Click the Update Template.

3. Click the template name link to return to the Template Actions page.

To add a new stage to the template:

1. In the Add New Stage box, type a new name in the Stage field.

2. If necessary, in the Sequence column, type the appropriate numerical sequence for this stage.

3. Click the Update Template button.

4. Click the template name link to return to the Template Actions page.

To delete a stage in a template:

1. Locate the desired stage.

2. Click the red "X" in the Delete column.

3. Click the template name link to return to the Template Actions page.