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.

With a template you can update the Template and know that all rooms which are meant to be alike will be alike.

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.

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 information in several room at the same time. Changes made in a template will be reflected in all rooms linked to the template

• Add or remove occurrences to the selected room template, equipment template or room. 

Templates type

In the Templates for rooms modul you can create:

• Room Templates

• Room Data Templates

• Item Lists Templates

• Finishes Lists Templates

Item templates, Finishes Templates or Room Data Templates, as opposed to Room Templates, these kinds of Templates are of specific types and each Room Data need, Finishes as well as Item Template are not related to one another. Also, these Templates do not have other core information other than a code and a name.

Project admin can difine name and how many item and finishes list the project has. See exampel of naming below.

Room Templates

Templates that include Room Properties (Programmed Area, Classifications, Groups), Room Data, and Item List. 

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

As they are standard rooms, they will not have a designed area and are not placed in any type of functional structure but have a unique template code. Templates have logs, can be assigned with classifications, statuses as well as room groups.

Room Data Templates

Templates that only include Room Data. To turn this type of template on, modify the settings under Edit Template Settings.

A room can receive e.g. Room Data from a Room Template. This can be performed in a number of ways, described in more detail under Room Data from Room Templates .

Item Lists Templates

Item List 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.

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.

Finishes Lists Templates

Per finish list type.

Create Templates

Create template:

1. Select the tab (in this example Room template) where you want to add a template

2. Click on new template

For creating a template you need a name. You can choose to add Description. For Room Template you also can add Standard Area

The template will automatically get a prefix/code 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. 

Open Template

When working with Rooms that already have Room Templates applied there are two ways to open the Room Template in the Room Module.

1. Using the Ribbon. Select the Room and then Rooms→Room Data→Open template;

2. Using the right-click context menu. Right-click on the Room and then Room Data→Open Template;

Apply Template to Rooms

It is also possible to apply Room Templates to Room(s) by:

1. Selecting the Room(s) within the Rooms List

2. Selecting "Apply Template" within the Ribbon. 

3. A window will appear asking which Room Template to apply.

4. Select template

4. New dialog box will open asking what part(s) of the Room Template you would like to apply to the Room(s). 

Convert Room Template to Item List Template

The convert option in Templates for Rooms allows a user to convert a Room Template to an Item List Template.

1. Choose a template

2. Press 'Convert Template' button. 

3. 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.

4. Press Ok.