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Creating A Blueprint Template

Introduction

Create a Blueprint Template to reduce the number of steps involved in making a blueprint on the Rivial platform.

Operation Team Blueprint Templates

An Operation Team member may create a Blueprint Template that is private to their team only. Templates that are created by Operation Team members cannot be accessed by users outside of the Operation Team.

Step-by-Step Guide

  1. Navigate to the Operation Panel

  2. Open the ‘Templates’ page

  3. Click on the ‘Program’ tab

  4. Click on ‘Blueprints’

  5. On the top of the grid, click ‘Create’

  6. Fill in the required criteria for the template

  7. Click ‘Submit’

Global Blueprint Templates

Global Blueprint Templates are accessible by users with administrative access on the Rivial platform. Global Templates may be used with any organization in the Rivial platform.

Step-by-Step Guide

  1. Navigate to the Administrator Panel

  2. Open the Global Templates page

  3. Click on the ‘Program’ tab

  4. Click on ‘Blueprints’

  5. On the top of the grid, click ‘Create’

  6. Fill in the required information for the template

  7. Click ‘Submit’

Blueprint

Add an Element to a Program Blueprint

Program > Blueprint / Report / Responsibilities

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