To clone a repairs work template

As the variations in required repairs work templates may be only minimal, it is possible to clone existing templates - retaining all the attributes and configuration settings for the applicable priority, delivery type, focus area, etc. - and apply the required changes to the new copy, thus saving time and effort.

The procedure to clone a repairs work template is as follows:

1. Navigate to Quick Menu > Work Template > Configuration > Configure Work Templates. The Work Templates window is displayed.
2. Expand a Category heading and select a repairs work template from the hierarchical list, or type its name into the Search Template field. By default the list is filtered to show Current templates. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Clone Template. The Work Templates window is populated with all the attributes of the source repairs work template.
4. Using the Company drop-down field, multi-select all companies for which this cloned repairs work template is relevant, or choose the All option, as required 1.
5. Enter a Name for the cloned repairs work template into the field provided 2 2.
6. Enter a custom Code identifier for the cloned repairs work template into the field provided.
7. Using the Category drop-down field, ensure that the selected classification parameter is still valid for the repairs work template and apply any required change i.e. the focus area for its deployment 3.
8. Use the Description field to add contextual information relevant to the cloned repairs work template.
9. Using the Priority drop-down field, ensure that the selected parameter value to be ascribed to all cascading tasks (e.g. Emergency, Urgent, Routine Repair, etc.) is still valid for the repairs work template and apply any required change. The Start date and Completion date for each task will be derived from the rules linked to the Priority parameter value selected.
10. Using the Repair type drop-down field, ensure that the selected parameter value used to classify those repairs managed through the work template is still valid and apply any required change 4.
11. Using the Analysis drop-down field, ensure that the selected parameter value used to characterise the nature of all works orders generated from the template is still valid and apply any required change.
12. Using the Contracts drop-down field, ensure that the selected contracts available for fulfilment of the resulting works orders are still valid and apply any required changes.
13. Using the Delivery type drop-down field, ensure that the selected parameter value used to denote the method by which material parts will be delivered to the job site is still valid and apply any required change; use the adjacent spy-glass icon () to update the relevant Delivery Address for the material parts.
14. Choose an Effective from date for this cloned repairs work template i.e. the date on which it came into effect 5.
15. Choose an Effective to date if the repairs work template is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the cloned template will be continually valid.
16. Click on Save 6. A unique system-generated reference number is assigned to the cloned record 7.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

2 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all repairs work templates.

Note

1 The Search Template field will match against any element of the repairs work template name.

2 System validation rules ensure that the name entered for each repairs work template is unique for the effective period.

3 These custom values can be populated by the end user via the system parameter entitled Work Template Category.

4 These custom values can be populated by the end user via the system parameter entitled Repair Type.

5 The Effective from date defaults to the current system date and cannot be left blank.

6 To amend the details of an existing repairs work template, select an existing record from the hierarchical list, or type its name into the Search Template field. By default the list is filtered to show Current templates. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations.

7 Steered entirely by the end user, a reference number convention must be predefined for the Work Template Reference entity.

See related topics...

Understanding work templates

To add a SOR code to a repairs work template

To define a reference number syntax