Saving Equipment as a Template

When data has already been entered into the system and you want to create a template based on existing equipment information, IndySoft provides this option.

To save a template from existing equipment information, select Save As Template in the header of the standard Equipment Layout:

note

If the Save As Template option doesn't yet exist on your layout, you can add it via the right-click Customization option. This requires system administrator privileges.

Save As Template prompt

Name the new template and click OK.

Naming the template

After pressing OK, all related equipment attributes are saved as a template.