PWL templates

Create and manage PWL templates in the web app.

Before you begin

• You need permission to create templates.

1

Open PWL templates

1. Open PWL templates in the web app.

PWL templates list

2

Create a template

1. Select Create Template.

2. Fill in the form.

   • Fields marked with * are mandatory.

   • Use a unique Title.

3. Add description, instructions, and attachments as needed.

4. Select Next.

Create Template

Template form

3

Add sign-offs and finish

1. Select the role(s) required to review or approve.

2. Set the sequence order.

3. Mark each sign-off as mandatory or optional.

4. Select Add.

5. Select Create Template.

Template sign-offs

Next step

Design and publish the layout in Design PWL templates.