When use template
When you have two or more identical rooms it can be an idea to have a template. Room Templates are used to create standardized Room Data, finishes and Item lists for the entire project, such as offices, toilets etc.
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Templates are primarily used in larger projects, where the number of Room Templates would otherwise be very high and difficult to maintain within an overview.
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Templates are standard which are used to:
Create standardized Room Data, finishes and Item lists for the entire projec
Create new rooms from the templates
Attach data and items to rooms.
Templates can hold information pertaining to the Room Data as well as Item Lists or both
Be linked to multiple rooms in terms of Room Data + all Item List statuses, or in terms of specific (Room Data only and/or only select Item List) statuses.
Change infomation in several room at the same time.
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Templates
In the Templates for rooms modul you can create:
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A room can receive e.g. an Item list from a Room Template. This can be performed in a number of ways, described in more detail under Occurrences in this user guide.
Using templates
Templates are accessed from Home→Templates. An example of a list of Templates for Rooms is illustrated in the image below. As in the room overview, you can access all functionality regarding the room templates in the ribbon menu;
Open Template: Opens a new window with all data connected to the room template available.
New Template: Add new room template
Delete Template: Delete selected room template
Copy Template: Copies the selected room template. The new room template will be assigned identical name and Room Data/items lists, but will be assigned a unique template code.
Convert Template: Converts a Room Template to a Room Data Template or Item List Template.
Add Documents: Upload a document and attach it to the selected room template
Link to Documents: If you've already uploaded a document you can attach existing documents to the room template. This way you avoid duplicate documents in the database.
Show Log: Opens log for the selected room template.
The Template Properties are displayed on the right-hand side. Note that all room Groups, Classifications and Statuses for rooms will be displayed on the Properties Panel. These values, if set on the Template, will be inherited to the rooms when you assign a Template to the rooms in the Room module.
You can use the list of panels to the right to include more panels into the interface, such as Room Data Sheet, Documents, Images, list of rooms connected to the templates, logs, and items in room.
You can also search in the room template list using quick and advanced search.
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Within the Room template module you have additional tabs where you can conduct specific operations to Items lists and Room Data for selected room template, template or room.
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Items
Add or remove occurrences to the selected room template, equipment template or room.
Templates are accessed from Home→Templates. If in the database the use of templates is activated they will show as separate tabs next to the list of Room Templates in the Templates panel; The settings are defined under Edit Template Settings.
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Users can create new templates, delete templates, edit template properties based on the user permissions level. To /wiki/spaces/PM/pages/783716445 a user must be an admin.
To create a new template select New Template with the template type selected. For example, to create a new Room Template, have the Room Template type flag selected first. When creating a new template the Template Name and Description should be filled in, but the prefix/code is not necessary and will be automatically created based on the default settings defined in the Templates Settings. These values can be modified in template properties if they should be different than the default prefix/code created by the automated process.
Template Types
Room Templates - Templates that include Room Properties (Programmed Area, Classifications, Groups), Room Data, and Item List.
Room Data Templates - Templates that only include Room Data. To turn this type of template on, modify the settings under Edit Template Settings.
Item List or List with Categories Templates - These are defined per Item List Type and can be used to manage Item List Only. See Edit Item Lists and Edit List with Categories. To turn this type of template on, modify the settings under Edit Template Settings.
Each template type has a different 'create' window.
Room Template:
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Room Data Template:
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Item List Template:
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For more information on usage of templates, please see copy Using Templates
Open Template
When working with Rooms that already have Room Templates applied there are two ways to open the Room Template.
Using the Ribbon. Select the Room and then Rooms→Room Data→Open template;
Using the right-click context menu. Right-click on the Room and then Room Data→Open Template;
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Apply Template to Rooms
It is also possible to apply Room Templates to Room(s) by first selecting the Room(s) within the Rooms List, and then selecting "Apply Template" within the Ribbon.
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When this option is selected, a window will appear asking which Room Template to apply.
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Once the Room Template is selected, a new dialog box will open asking what part(s) of the Room Template you would like to apply to the Room(s).
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Convert
The convert option in Templates for Rooms allows a user to convert a Room Template to an Item List Template.
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Choose a template
Press 'Convert Template' button.
Select the new template type you want to convert the current one to. It is given only possible type options you might be able to convert to.
Press Ok.