Apply a Task Template to the Task Schedule

To apply a task template to the task schedule for bulk task creation, open the Task Schedule Page of the asset you want to apply a task template to. WIKI LINK HOW TO VIEW AN ASSET'S TASK SCHEDULE PAGE

Selecting the “Apply Task Template” button opens the Apply Task Template Modal that allows the user to copy tasks from a template into the task schedule for an asset or its components. This feature allows a user to utilize bulk task schedule creation if they have to track several assets that share identical task schedules.

A user will still be required to establish meters, due dates, and meter readings for each individual task in the task template.

Select the template from the dropdown list that you with to utilize.

New Task Templates can be created on the Task Template Tab on the Settings Page of the Assets Module.  WIKI LINK HOW TO: CREATE A NEW TASK TEMPLATE

A dropdown menu provides allows the user to select what the system should do if a task with the same name and type exists. Options include: Do Not Copy the Template Task (in order to maintain the pre-existing task), Copy the Template Tasks, or Replace the existing task with the template task.

Select the “Continue” button, opening the Configure Template Page.

Input the first due date for all relevant rules under General Confirguration. Select the "Go" button to the right. The system will automatically input the dates for the Task Configuration.

Once the task template has been configured, select “Save” and all of the new tasks will be updated and set active.

Select “Abort” and a Confirmation Modal opens, stating, “Are you sure you wish to abort this template configuration?”

Select “Confirm” to return to the asset's Task Schedule Page without any changes made.