AssetWise Implementation Guide

To Create a Person from a Template

You can create a person from a person template. This lets you quickly create a person with a set of predefined attributes and relationships.

  1. Select File > New > From Template.

    The New from Template dialog opens.

    For example,
  2. Do one of the following:

    Select the Templates tab, and then select the template from the list.

    Tip: You can filter the list by selecting an option from the Filter By list.
    Note: This tab lists all approved templates.

    or

    Select the Classes tab, then expand the Class with the template that you want, and then select the template.

    Note: This tab lists all templates for each class, regardless of their approval status. If you select a template that is not approved, an error message appears.

  3. Click OK.
    A person is created based on the template.