Open the 
Template Card window.
Templates
Templates serve two purposes. First, a Template is required to be assigned to an Inventory Policy. When the Policy reaches its trigger point, and is placed in the order Worksheet, the information from the Template is used to create a Work Order when the Build Orders option is exercised. Second, Templates can be used to populate a Date Meter Policy or a Work Order. This feature can save time when creating new Policies or Work Orders. When used in this manor, Templates can be thought of as "super groupings" of information.
The Template form is divided into two segments. The top segment changes based upon the tab that is clicked and is considered the Header. As it remains constant, the bottom segment of the form remains the same no matter which tab is clicked and contains the Steps (Lines) of the Template. The first tab found on the Template form is the General Tab and contains similar information to that found on the Header of a Work Order.
General Tab
No. – The number of the Template. The numbers are typically system generated as defined on the "No. Series" tab of Asset Guardian Setup form.
Description/Description 2 – A description of this Template.
Region – This field provides a reference to a Region.
Facility – This field provides a reference to a Facility.
Standard Time – This field is the total of the Standard Time in the Steps contained in the Template.
Estimated Time – This field is the total of the Estimated Time in the Steps contained in the Template.
In Order Worksheet – This field indicates when the Template is referenced by an entry in the Order Worksheet by displaying a checkmark.
Priority – Use this field to select the Priority.
Job No. – Link the Template to a Navision Job through this field.
Maint. Type – Select the Reason Code for the Template.
Reason Code – The Reason Codes are user defined and selected from the Reason Codes table.
Problem Code – Select the Problem Code for the Template.
Order Type – Select the Order Type for this Template.
Status – Select a Status Code to the Template.
Work Code – Select the Work Code for the Template.
Blocked – Use this tick box to Block a Template for reference purpose only.
Tracking Tab
The Tracking Tab contains information regarding the origin and modification to the Template. Capabilities are also provided under this tab to control how Out of Service conditions will be handled. Drillable fields are also provided to see where the Template is referenced.
Cost Tab
Using the Card and Line buttons at the bottom of the form, you may associate requirements such as Items, Consumables, Vendors, Tools and Other Charges. Skill and Certifications may also be added. When an Order is created or populated with the Template, all associations and Steps will flow.
The Templates option is available on a Planned, Released or Pending Approval Order. This allows the user to select a Template to use to populate or add to the information in the Order. When this option is utilized, a selection form is presented allowing the selection of the desired Template.
In addition to selecting a Template, you may use it to populate header and step information by choosing the New Template option. Steps may be added to the Order by selecting the Append option.
Templates can contain Related Requirements. Templates can also be added to any Work Order. When added, their predefined associations flow with the Header and/or Step in the Work Order.
Steps may be created through manual entry or retrieved from a Work Procedure list or one or more Templates.
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