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Job Templates

  • In this section the user can create templates that can serve as a base for adding new jobs.

  • The listing page displays all jobs template, allow the user to Create, Update and delete a template.

    • In this section the user can create templates that can serve as a base for adding new jobs.
    • The listing page displays all jobs template, allow the user to Create, Update and delete a template.

    • To create a template, click the Add Template button at the top right-hand corner of the screen.
    • The Template Details screen consists of 3 tabs: Details, Components and BoM

  • In the Details tab, provide input for the following fields.

    • Template Name
    • Template Code
    • Job Template: To create a new template, you have the option to select an existing template as a basis if needed.
  • To save a job template, it is mandatory to add at least one component.

  • Click the Component tab

  • Now click the Add Component button.

    • A pop-up window will open for adding all the component details. For more information please refere to the Component Details section.
    • User can configure as many components as required.

  • The BoM tab allows linking resources to the operation

  • Click the BoM tab.
  • Select a required BoM from teh dropdown field.
  • Once the required data is added, click the Save button.
  • On click, the template will get listed on the listing screen.
  • To search a particular template, enter the key words name in the Search option, and select the required value from the dropdown list.
  • The configured template be available in the Job creation screen.
  • The user will be able to select the required template and create a new job with prefilled data based on the selected template.