Welcome to Isolocity's Support

FAQs for "Adding a New Equipment Template"

1. What is the purpose of creating a new Equipment Template in the Isolocity system?
A: Creating a new Equipment Template allows you to develop standardized forms for equipment inspections. These templates ensure consistency, maintain compliance with safety and quality standards, and provide a systematic approach to tracking and documenting equipment conditions(Equipment Templates).

2. How do I start the process of creating a new Equipment Template?
A: Log in to the Isolocity system, navigate to the Templates section, and click Create Template to begin setting up a new template(Equipment Templates).

3. What information do I need to provide when creating a new Equipment Template?
A: Required information includes:

• Template Name: A descriptive name for the template.

• ID/Number: A unique identifier.

• Template Type: Specify whether the template is for "Equipment," "Part," or "Activity."

• Operations/Criteria: Define what needs to be inspected.

• Characteristics: Specific attributes to evaluate.

• Optional Fields: Such as revision level, revision date, or notes(Equipment Templates).

4. What is the significance of selecting a Template Type?
A: The Template Type determines the context and applicability of the template, ensuring it is used correctly for equipment, parts, or activities(Equipment Templates).

5. How do I link a product or activity to the Equipment Template?
A: Products or activities can be linked within the template settings by selecting the relevant items from the system’s inventory or activity lists(Equipment Templates).

6. Can I copy an existing template to create a new one?
A: Yes, use the Copy Existing feature to duplicate an existing template. This is helpful if the new template closely matches a pre-loaded specification list, allowing customization without starting from scratch(Equipment Templates).

7. How do I add or edit characteristics in the Equipment Template?
A: Characteristics can be added or edited in the inspection criteria section, specifying what needs to be measured or observed, such as "Visual Check" or "Quantity"(Equipment Templates).

8. What are characteristics in an Equipment Template?
A: Characteristics are specific checks or criteria evaluated during inspections, including measurements, visual assessments, or other factors determining equipment condition and compliance(Equipment Templates).

9. Can I make certain characteristics optional in the template?
A: Yes, optional characteristics do not affect the overall pass/fail outcome, allowing flexibility during inspections(Equipment Templates).

10. How do I set a tolerance for a characteristic?

A: Tolerances define acceptable ranges for measurements or observations and can use methods like "+/-," "Pass/Fail," or "Acceptable/Unacceptable," depending on the characteristic(Equipment Templates).

11. What is the purpose of the Inspection Method in the template?
A: The Inspection Method provides guidance on how each characteristic should be inspected, including required tools and procedures, ensuring consistent inspections(Equipment Templates).

12. How do I attach relevant files to the Equipment Template?
A: Files can be attached in the template editor, allowing inspectors to reference manuals, diagrams, or other supporting documents during inspections(Equipment Templates).

13. What is the significance of tracking the revision level and date?
A: Tracking revisions ensures inspectors use the latest template version, reflecting updates to standards, procedures, or inspection requirements(Equipment Templates).

14. How do I manage authorization for template usage?
A: Specify which users can access and edit the template. This ensures only qualified personnel perform inspections using the template, and the setting can be enabled or modified anytime(Equipment Templates).

15. What should I do after creating the Equipment Template?
A: Review all details for accuracy, then click Approve to finalize the template and make it available for inspections(Equipment Templates).

16. Can I download a template for offline use?
A: Depending on system settings, templates may be downloadable for offline reference, supporting inspections in environments with limited connectivity(Equipment Templates).

17. How do I update an Equipment Template after approval?
A: Access the template settings, create a new revision, or reopen the template to make changes. Update the revision level and date to reflect modifications(Equipment Templates).

18. How do I remove a characteristic from the template?
A: Click Remove next to the characteristic in the template editor to delete it from future inspections(Equipment Templates).

19. What should I do if I need to create a similar template for different equipment?
A: Use Copy Existing to duplicate the current template, then modify it for the new equipment. This ensures consistency and saves time(Equipment Templates).

20. How do I manage multiple templates for the same equipment?
A: Clearly name and identify each template by its purpose, such as "Routine Inspection" or "Maintenance Check," for easy management(Equipment Templates).

21. What is the process for approving an Equipment Template?
A: After entering all details and characteristics, click Approve, enter your password, and confirm. The template is then finalized and available for use(Equipment Templates).

22. How do I ensure that the template is ready for inspection use?
A: Verify all required fields are complete, optional characteristics are correctly set, relevant files are attached, and the template is approved(Equipment Templates).

23. What is the importance of entering a Revision Date?
A: The Revision Date tracks when the template was last updated, ensuring inspections are performed using the latest standards(Equipment Templates).

24. Can I add authorized users after the template is created?
A: Yes, edit the template settings to add or update authorized users anytime(Equipment Templates).

25. What are the next steps after finalizing an Equipment Template?
A: Integrate the template into your inspection schedule, train personnel on its use, periodically review its effectiveness, and ensure it is properly linked to the relevant equipment (Equipment Templates).