This option allows you to create a new stencil. A stencil contains a
group of shapes that you can drag and drop to construct your process model. The
easiest way to do this is to copy an existing AgilePoint stencil as a base and
work from that.
- In Windows Explorer navigate
to
C:\Program Files\Microsoft
Office\Office12\1033\Solutions\AgilePoint or similar path depending on your
environment.
- Make a copy of the
Generic.vss file and place it in the same folder.
- Give the copy a descriptive
name for the new stencil (e.g. IT Assets Group 1).
- Open AgilePoint Envision,
click the
Shapes button and click
IT Assets Group 1.
- The stencil appears as
Generic BPM in the stencil pane. Rename it by right-clicking on
the stencil title and clicking
Edit Stencil. The Stencil opens in edit mode.
- Right-click again and click
Properties.
- In the Title field, type a
name for the new stencil (e.g. IT Assets Group 1) and click
OK.
- Delete the existing icons in
the new stencil so that you have a clean slate and save the stencil by clicking
on the
Save button next to the stencil. Saving as Visio 2002 will
ensure backward compatibility.