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Units: How to Create, Apply, or Delete a Unit Template

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Modified on 06/16/2011 13:38 by linda Categorized as Units

Create a unit template with unit and data point settings using Unit Template Editor or Save As in Unit Admin. Reduce errors and save time by applying a unit template when setting up several units of the same type.

 

To create a unit template using Save As in Unit Admin

  1. Click Units > Unit Admin.
  2. Select a unit in the navigation pane.
  3. Set up unit and data point settings using the Info, Settings, Alerts, Location, and Journal tabs.
  4. Click the Template tab.
  5. Type a name for the template in the Name field (under Save As) and then click the save icon (diskette).

 

To apply a unit template using Apply in Unit Admin

  1. Click Units > Unit Admin.
  2. Select a unit in the navigation pane.
  3. Click the Template tab
  4. Click the arrow in the Template (under Apply) field and select a template.

 

To create a unit template using Unit Template Editor

  1. Click Units > Template Editor.
  2. If you want to base the new template on an existing template, click the arrow in the Templates field and select a template.
  3. Click the add icon (+) to display Add New Template.
  4. Type a name for the new template in the Name field.
  5. Click the arrow in the Product field and select a unit type and then click Submit.
  6. Set up unit and data point settings as required, making sure to click Save after updating settings.

 

To delete a unit template using Unit Template Editor

  1. Click Units > Template Editor.
  2. Click the arrow in the Templates field and select a template.
  3. Click the delete icon (-) to display a Delete Template window.
  4. Click Yes to delete the template or No to cancel.

 

 

 

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