Viewing and editing job templates

Job templates allow you to save time by combining labour, parts and checklists for frequently occurring jobs into a template that can be applied when creating jobs, without having to enter the individual components each time.

If you need to edit templates to account for changing business requirements, this article shows you how to view, edit and delete job templates.

Tip: Learn how to create a job template here

 

Viewing a job template

  1. Click mceclip0.png from the Side Menu
  2. Click mceclip1.png from the tabs at the top or from the expanded Side Menu

mceclip2.png

Tip: Click mceclip3.png from the top right hand side to narrow the list of results displayed. Click mceclip4.pngfrom the bottom right hand corner to expand the list of results shown, otherwise click the  to move between pages.

  1. Click the relevant Job Template to view the details

 

Editing a job templates

  1. Click mceclip5.png under the mceclip6.png column if you want the template to be available for future use but do not want it to show up when creating jobs.
  2. Click into the mceclip7.png field if you wish to rename the template

Checklists

  1. Click mceclip12.png then click  to add a checklist.
  2. Click  next to any existing checklist to remove it.

Labour

  1. Click mceclip13.png then click  to add a new labour type
  2. Click mceclip10.png next to any existing labour type to adjust the amount of labour allocated to the template.
  3. Click  next to any existing labour type to remove it.

Parts and Kits

  1. Click mceclip14.png then click  to add a new part or kit
  2. Click mceclip15.png next to any existing part or kit to adjust the amount allocated to the template.
  3. Click  next to any existing part or kit to remove it.

Skills

  1. Click mceclip16.png then click  to add a skill.
  2. Click  next to any existing skill to remove it.
  3. Click mceclip17.png to save your changes

 

Deleting a job template

  1. Click mceclip18.png from the Side Menu
  2. Click mceclip19.png from the tabs at the top or the expanded Side Menu
  3. Click mceclip20.png from underneath the mceclip21.png column
  4. Click mceclip22.png to delete the template

mceclip23.png

Tip:  deleting a Job Template is only possible if it has no data recorded against it.  If a Job Template has been used for a Job previously, you will need to click mceclip24.pngfrom the Status column to disable it instead to prevent it being used to Jobs.  This is to ensure historical data is maintained. 

 

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