Adding Links to Templates
You can link individual gage information to templates in IndySoft Calibration Management.
To begin, click the Template Link on the Equipment Layout.
Template Link on Equipment Layout
This opens the following dialog:
Template Link dialog
Click the ellipsis button 
to open the Template search.
Template search
Make a search selection based on the Search By menu and click OK to associate that template name with the equipment on the Equipment View screen.
Some templates may have default links that auto-populate when a new item is linked. See the help manual for more on Default Template Links.
Equipment with template link
Linking equipment features to a template
To link equipment features to a template:
- Open the Template.
- Make changes by selecting the check mark next to the Manufacturer / Model Number and the Department. This locks these features on the main screen for equipment linked to the template.
- Click OK at the bottom of the screen — the information transfers to the equipment linked to the template.
Locking template fields
When the main screen returns, make sure the links are also checked in the Status Panel boxes. Click the Save icon to complete.
The Manufacturer / Model Number and Description field boxes will have gray shadows — they're locked down by the template links.
Equipment with locked template fields
Editing the linked template
To complete the linking process, click the Info icon 
next to the Template Link feature on the Status Panel. This opens the template, where you can make further changes.
You can also use the pencil icon on Equipment View: 