Using task templates
Copy a task template
Prerequisite
Administrator role
Procedure
-
Open the Maintenance > Machine Task Templates menu entry.
Or:
Open the Maintenance > Tool Task Templates menu entry.
-
Click on a task template.
-
In the template details, scroll down to Available Versions.
-
Click on
. -
In the context menu, click on
Copy To New Template. -
Enter details as required.
-
Confirm with Create.
The selected task template version has been copied as a new task template.
Delete a task template
|
Only templates having status Draft can be deleted. |
Prerequisite
Administrator role
Procedure
-
Open the Maintenance > Machine Task Templates menu entry.
Or:
Open the Maintenance > Tool Task Templates menu entry.
-
Click on a task template.
-
In the template details, scroll down to Available Versions.
-
Click on
. -
In the context menu, click on
Delete. -
Delete with Confirm.
The selected task template version has been deleted.
Export a task template
Prerequisite
Administrator role
Procedure
-
Open the Maintenance > Machine Task Templates menu entry.
Or:
Open the Maintenance > Tool Task Templates menu entry.
-
Click on
for a task template. -
Select the Task Template Version and the Resolving Group in the Export Task Template window.
-
Click on Next.
-
Enter the values for the custom labels.
-
Confirm with Export.
The selected task template version has been exported into a PDF file.