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Add a Template to a Work Zone

To add a template to inventory, complete the following steps:

  1. Choose Work Zone Setup from the Assets menu. The Work Zone Search screen opens.
  2. Click Show All Work Zones or use the search fields to find the work zone you want to add an asset template to.
  3. Navigate to the level within which you want to add the asset template.

To add a template to a property's inventory, complete the following steps:

  1. Click the Assets tab.
  2. Click the Asset Builder option in the drop-down list that appears.
  3. The Asset Details screen appears. Show me
  4. In the Items column, double-click the name of the work zone under which the property is located.
  5. Continue to double-click in the Items column until you reach the hierarchy level at which you want to add the template
  6. Click the Templates button.

The Template Browser opens. Show me

  1. Click the name of the template you want to add to the inventory.
  2. Click the Copy to Inventory button.  
  3. Manually close the Template Browser screen.
  4. The Asset Details screen refreshes to display the template you selected in Step 6. Show me
  5. In the Item Name field on the right side of the screen, enter a name for the template.
  6. Click the Save button to save it as part of the work zone inventory.