Templates

About Measurement Location Templates

A Measurement Location Template can be used as the basis for creating multiple Measurement Locations. Measurement Location Templates store the details of the Checkpoint template, which can be used to create Measurement Locations in a Route.

Measurement Location Template records can be successors to Checkpoint Condition records, which represent conditional logic that can be applied to the Checkpoints. After a Template Group containing conditions is applied to a Route, the Measurement Locations that are created as successors within a condition will appear to the user only if the defined condition is satisfied.

About Measurement Location Template Nodes

When you add a Measurement Location Template to an Template Group, the Measurement Location Template will be represented by a Measurement Location Template node in the left pane, and will appear in a location that is relevant to the currently selected node. In the left pane, Measurement Location Template are represented by nodes which can appear below the Template Group node or below Checkpoint Condition nodes.

For each Measurement Location Template node that appears in the left pane, the following information appears:

  • A number representing the sequence in which the Measurement Location Template appears in relation to the other Measurement Location Template nodes that are associated with the same predecessor node.
  • The Record ID, as defined in the ID Template for the Measurement Location Template family.
  • The value stored in the ML Description field in the corresponding Measurement Location Template record. In the left pane, the description value is always displayed below the Record ID. Throughout this documentation, when we refer to a Measurement Location Template node, we refer to it by the value in the ML Description field.

When you add Measurement Location Template record to a Template Group, a new node will appear in the left pane directly below the node with which it is directly associated.

You can change the order in which the Measurement Location Template nodes are displayed in the left pane by either:

  • Using the drag-and-drop method.
  • Changing the order number.

About Lubrication Requirement Templates

A Lubrication Requirement Template serves as a template that you can use as the basis for creating multiple Lubrication Requirements. Lubrication Requirement Templates store the details of the Checkpoint template, which can be used to create Lubrication Requirements in a Route.

Note: Lubrication Requirement Templates cannot be added to Template Groups. The Template Group Management page only supports adding Measurement Location Templates to a Template Group.

About Alerts in a Measurement Location Template

If you want device users to receive alerts on the device when they record reading values that meet certain criteria, you must define that criteria in the Measurement Location record representing the Checkpoint at which they record readings.

If you define alert criteria in the Limit Values section of a Measurement Location Template, these values will be copied to any Measurement Location that you create using the Template.

The steps for defining alert criteria in a Measurement Location Template record are the same as the steps for defining alert criteria in a Measurement Location record. For the purposes of this documentation, the details on alerts and defining alert criteria are discussed in the context of Measurement Locations.

Access Templates

Procedure

  1. Access the RD Overview page.
  2. In the workspace, select the Templates tab.

    The Templates section appears, displaying a list of Checkpoint Templates.

    By default, all the templates are displayed in the Templates section. You can filter the templates by selecting .

    You can select and filter the templates by selecting one or all of the following:

    • Checkpoint Type
      • ML
      • LR
    • Category Type
      • Numeric
      • Character
      • Check Off
      • Change Out
      • Tracking

Create a ML Template / LR Template in Record Manager

Before You Begin

Procedure

  1. Access the Templates section.
  2. In the upper-left corner of the section, select
  3. Select a template type.
    • If you want to create an ML Template, select ML Template.
    • If you want to create an LR Template, select LR Template.
    The Record Manager page appears, displaying a blank datasheet for a new Measurement Location Template or Lubrication Requirement Template.
  4. As needed, enter values in the available fields for an ML Template or available fields for a LR Template.
  5. On the upper-right corner of the datasheet, select .
    The Template is created.

What To Do Next

Update Checkpoints with Changes from the Source Template

About This Task

If you modify the contents of a Measurement Location Template or Lubrication Requirement Template that was used to create a Checkpoint (that is, Measurement Location or Lubrication Requirement, respectively), you may want to update the corresponding Checkpoints with the changes you made to the source template to keep them synchronized.

Procedure

  1. Access the Templates section.
  2. In the list of templates, select the row containing the template whose corresponding Checkpoints you want to update, and then select Update Existing Checkpoints.

    The Update Existing Checkpoints page for the selected template appears, displaying a list of the Checkpoint records that are based on the template. The values in the Checkpoint records that are different from the template, and thus will be updated to match the template, are highlighted.

  3. In the first column, select the rows for the records that you want to update with the changes from the source template.
    Tip: You can select the check box in the column heading to select all the rows.
  4. Select Update.
    The selected Checkpoints are updated with the changes from the source template, and the Update Existing Checkpoint window appears, displaying a list of the Checkpoints that were updated.
  5. Select to close the window.
    The Update Existing Checkpoints page displays the updated values for the Checkpoints.

Delete a Checkpoint Template

Procedure

  1. Access the Templates section.
  2. Select the row for the Template that you want to delete, and then, in the upper-right corner of the section, select .

    A confirmation message appears, asking if you want to disassociate the Checkpoints and delete the Template.

  3. Select Yes.

    The template is deleted.

    Note:
    • The Checkpoints that are created from the template are retained. Only the parent template is deleted.
    • You can also select the Template ID to delete the template from the record manager. The same action occurs; however, the messaging does not call out the disassociation of the related steps.