Templates

Templates are similar to forms because they contain fields for data entry and there are several different types, but templates are for more specialized uses.

To edit an existing template, click the symbol for the desired template. The process will be very similar to creating a new template as described below.

If a template has the symbol in the list, it can be clicked to take the admin to that template's Forms Designer page.

Create New Template

To create a new template, click the Create button in the top right corner of the screen. The user will be taken to a new page to enter information about the new template:

General Tab Name – The Name textbox is a mandatory field, as denoted by the *. It is used to name the template and should be indicative of the template's intended purpose.
Template Type – The Template Type dropdown is a mandatory field, as denoted by the *. It determines what kind of template will be created. There are several different template types that exist in AssetWise Inspections:
- Component – A template used in conjunction with component forms to collect component data during inspections.
- ElementDetail – A template that, if created, will appear on the Elements page for each asset. It allows for additional data to be collected and viewed directly from the template.
- Forms Designer Widget – A template that allows admins to design a widget to display data for assets on the asset dashboard.
- Manage Inventory – A template that, if created, will appear on the Manage Inventory page for each asset. It allows for additional data to be collected and viewed directly from the template.
- Project – A template that allows additional data to be collected for projects in project management.
- Supplemental Work Specification – A template that allows additional data to be collected for supplemental work specifications in project management.
- User Control – A template for reusable controls that will be used on designer forms. It can be placed on as many forms as desired.
  - Example: If your agency's forms all have an identical header at the top, the header can be created once using the User Control template type and then easily added to every form with less work required.
- Work Specification – A template that allows additional data to be collected for work specifications in project management.
Design Button – Regardless of which template type is selected, the Design button will appear whenever the template is saved:
- The Design button takes the admin to the selected template's Forms Designer page.
Component – If "Component" is selected from the Template Type dropdown, the Mapped To tab will appear:
- Review the checkboxes to determine which asset types should have the template available to their assets' inspection reports. If an asset type is already mapped to a template it will be displayed in the Mapped Templates Columns. Asset types can be mapped to multiple templates.
Platform – If "Component" or "User Control" is selected from the Template Type dropdown, the Platform dropdown will appear. This distinguishes where the template should be available to add to forms or output sections in Forms Designer.
Save and Cancel – The Save and Cancel buttons are located at the bottom center of the screen. The Save button saves the changes made to the template.
- The Cancel button cancels any changes made to the template.
Delete – Once the template is saved, the Delete button becomes available in the top right corner of the screen. Click Delete to delete the currently selected template.