Attach a Template to Contract

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The Action Wizard is designed to help you through the process of creating templates and assigning templates to contracts.

 

Templates can be made available to contracts via the following:

Contract System Type level – all contracts that fall under the Contract System Type (ie. Machine) will have access to templates associated at Contract System Type level.

Contract Type level – all contracts with the same Contract Type will have access to templates associated at Contract Type level.

Contract level – individual contracts can have templates directly associated.

As Required – using the Contract List Action Wizard, the list of filtered contracts can be associated to templates and do not need to have the same contract level or System Type level when template restrictions do not prevent it.

machine action wizard

* Template restrictions may prevent some associations from being applied.

action wizard warning

 

Info

Once the Action Wizard has finished, click Refresh from the Quick Access toolbar to see the changes.

 

refresh

 

The wizard moves through a series of steps to configure the various associations between contract type, action and contract template.

 

Add a template to a contract

To begin, Edit a contract and go to the Templates tab in the footer, choose the area to add the template to (ie. Consumable), then click Action Wizard.

 

machine action wizard1

 

The left-hand pane of the screen provides a hierarchical view of contract type and action associations, and can be changed to By Contract Type, By Action, or By Action Group.

 

Selecting an Action or Contract type will display a list of the associated templates in the body of the Project Template Rules screen to the right.

 

Using the Wizard, based on the above:

1.Select Consumable  from the drop down list as per the example below, then click Next.

consumable action1

The Current Action Template Setup screen is now displayed. As there are no existing templates associated, click Next.

Current Action Template setup1

*If the action already has templates assigned to it, a different screen will appear where the existing templates are displayed as per below:

current consumable action'

After clicking Next where no templates are yet associated to the Client Setups:

The Change the Action Template Setup screen is displayed.

create a new template

As there is only one choice, select it, then click Next.

Specify template

Here is where a new template can also be created. For this example, choose Select Template to be presented with the Select Contract Template screen. It is worth becoming familiar with this screen as it is used often. Scroll or search for the template Consumable MPS, select it, then click OK.

select mps template

A confirmation of the selection will appear. Click Next.

confirm consumabel action

The next screen will display the selection.

template chosen1

Click Next. The When should this template be executed screen is displayed:

when execute template

There is only one selection to be made here.

Click Next to continue with the Manual option selected.

action summary1

As above, a confirmation of the selection will be displayed. Click Finish to go back to the contract:

mps template rules

 

Info

To unlink a template (or a list of templates) using the Action Wizard:

1.Run a Contract List, and click Action Wizard.

unlink template

2.Select the relevant action and click next

consumable action1

3.Select the following option.

unlink template2

Click Next, then select the template to unlink.

unlink mps template

Click Next, then Finish.

 

Further information

Actions and Action Groups

Attach Template to Contract

Included Templates

Merge Templates

Delete Template

Template Rules

Template Security

Templates