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

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.