What is a template?
A template is a pre-made instruction that includes detailed information on how to execute an instruction (e.g. spraying instruction). A template can be easily applied to an instruction and then customised.
Create a template
- Click on “Templates ” on the left side bar
- Click on “Add template” at the right top corner
- Fill in the information in the template. It is not required to fill in all of the information, only the details that are necessary. To find out how to fill in all the details, you can read ‘How can I create an instruction?’.
- Click on the ‘Create’ button to save your template or click on the ‘Create and apply to instruction’ if you want to immediately create an instruction
- You will then be taken to the templates view where you will see your recently created template in the list
Apply a template
There are two ways you can apply a template. One way is to apply a template to the instruction from the template list. Another way to apply a template is when you are in an instruction.
Apply template from templates list
- Click on “Templates ” on the left side bar
- Click on the template in the list or click on the 3 dot menu on the right and select the ‘Apply’ button in the dropdown
- A prompt will display asking if you are sure you want to apply the template to an instruction. If yes, click on the “Apply” button
- You will then be taken to an instruction with a prompt that will ask you to choose a template. Select the template you want to apply. If you want to remove specific information that you included in the template then select the relevant checkboxes. Then click the ‘Apply’ button.
- The template has been applied to the instruction. You will need to add information that was not populated by the template
- Click on the ‘Create’ button to save the instruction or click the ‘Create and print’ button if you want to save the instruction and print a job card.
Apply template from within an instruction
- Click on “Instructions” on the left side bar
- Click on “Create Instruction” at the right top corner
- Click on the button “Apply from template”
- Select the template you want to apply. If you want to remove specific information that you included in the template then select the relevant checkboxes. Then click the ‘Apply’ button.
- The template has been applied to the instruction. You will need to add information that was not populated by the template
- Click on the ‘Create’ button to save the instruction or click the ‘Create and print’ button if you want to save the instruction and print a job card.
Copy a template
- Click on ‘Templates’ on the left side bar
- Click on the 3 dot menu on the right and select the ‘Copy’ button in the dropdown
- Rename the copied template and then click the ‘Save’ button
- The recently copied template will be added to the template list
Edit a template
- Click on ‘Templates’ on the left side bar
- Click on the template in the list or click on the 3 dot menu on the right and select the ‘Edit’ button in the dropdown
- Edit the relevant information in the template
- Click on the ‘Update’ button to save your template
Delete a template
- Click on ‘Templates’ on the left side bar
- Click on the template in the list or click on the 3 dot menu on the right and select the ‘Delete’ button in the dropdown
- A prompt will display asking if you are sure you want to permanently delete the template. If yes, then click the ‘Delete’ button
- The recently deleted template will be removed from the template list
