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Associate the template with a process

After creating the template, we will associate it with a process.

To do this, simply follow the steps below:

1. Go to the PB010 menu and click on the button.

2. On the screen that will open, fill in the ID # field with "01.02" and the Name field with "My template - Problem".

3. Then, click on the button on the Process field to search for the "Purchase request problem" record.

4. On the Cause analysis > Templates tab, select the previously recorded template.

 

5. After doing that, click on the button.

Done. We have successfully associated the template with the process!


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