Creating a New Template

To maintain a consistent equipment database, you can use Equipment Templates. This subject is highly important, and a little upfront planning can help you build a system that can do the following:

1. Allow new users to enter new equipment without having to understand equipment details such as schedules, test point setups, default masters/standards, etc.

2. Provide an extremely fast way of entering equipment data.

3. Ensure that all new equipment information entered into the system is done so in a consistent manner.

4. Provides the ability to accurately and quickly provide Estimates (Commercial Lab only)

The following steps will start the process of creating a new Template:

From the Home layout select 'Template Editor' or 'Add/Edit' then 'System-Wide' and 'Templates' to open the Template Editor.

To create a new template select the New Template icon

This will open the following dialog:

NOTE: To create a new blank template ensure that nothing is in the "Based Upon (Selected Below)" otherwise it will create a template from cloning another template that is selected.

Enter the Name of the new Template and click Next.

Press Next and the following screen will appear. This screen is very similar to the Equipment layout screen, however, only equipment information that is "shared" between equipment can be entered here. Instead of a Unique I.D. for a gage, you have the option of specifying an auto-numbering scheme.

There is also an"Equipment Linked", function that tells the user how many pieces of equipment are linked to the Template and therefore will be affected by the changes.

Edit the template to contain the same data new equipment created off this template would contain. The template auto-saves as you edit the template. When you are done close this window with the 'X' and this will close the Template and return you to the main screen.

See Help Guide for further information on the template functions. Template information link options and template information fields can be edited from the System-Wide Preferences and Layout Builder respectively. |