Copy a Template to an Asset Inventory List

To copy a template to an asset inventory list, complete the following steps:

1. Go to Assets > Asset Builder.

The Asset Details screen appears. Show me

2. In the Items column, double-click the name of the work zone under which you want to add a template.
3. Continue to double-click in the Items column until you reach the hierarchy level at which you want to add the template.

4. Click the Templates button.  

The Template Browser opens. Show me

5. In the Template Name list, click the name of the template you want to add to the inventory list, then click the Copy to Inventory button.
6. On the Asset Details screen again, click the first item that was part of the template and type a name for it in the Value column on the right.
7. Click the Save button at the bottom of the screen.
   

Note: If you do not click Save after entering a name for the item, the name will not be retained in the system.

8. Repeat steps 6 and 7 for all other items that were part of the template.