1. What is the purpose of creating a new template in the Isolocity system?

    • Creating a new template in the Isolocity system allows you to standardize and streamline processes, ensuring consistency and accuracy in data collection, inspections, and reporting. Templates help maintain uniformity across various operations and make it easier to manage recurring tasks.

  2. How do I begin creating a new template in the Isolocity system?

    • To begin creating a new template, log in to the Isolocity system, navigate to the "Drawings" or "Templates" section, and click on the option to "Create a Template/Specification." This will initiate the template creation process(Adding a New Template).

  3. What information is required to create a new template?

    • The required information includes:

      • Template Name: A unique name for the template.

      • ID/Number: A specific identifier for the template.

      • Operations:

      • Tolerance:

      • Product or Activity: The product or activity that the template will be linked to in not a mandatory field, as it can be linked to parts and activities afterwards in that module.

      • Characteristics: Specific attributes or measurements that need to be inspected.

      • Optional Fields: Such as revision level, revision date, and any attached files.

  4. How do I enter a name for the new template?

    • The template name should be entered in the designated field during the creation process. It should be descriptive enough to clearly identify the purpose or focus of the template, such as "Quality Inspection Template"(Adding a New Template).

  5. Why is it important to assign an ID/Number to the template?

    • Assigning an ID/Number provides a unique identifier for the template, making it easy to track, retrieve, and reference within the system. This is especially important when managing multiple templates(Adding a New Template).

  6. How do I link a product or activity to the new template?

    • You can link a product or activity by selecting it from the existing list or by adding a new product or activity that you want the template to be associated with. This step ensures that the template is connected to the relevant operations(Adding a New Template).

  7. What are characteristics in a template, and why are they important?

    • Characteristics refer to specific attributes or measurements that are to be inspected or documented using the template. These could include dimensions, tolerances, visual checks, or other criteria relevant to the process. Defining characteristics ensures that all necessary aspects are consistently evaluated(Adding a New Template).

  8. How do I set a tolerance for a characteristic in the template?

    • Tolerance is set by defining acceptable ranges for measurements or observations within the characteristic settings. This ensures that any deviations outside these ranges are flagged during inspections(Adding a New Template).

  9. How do I attach relevant files to the template?

    • Relevant files, such as documents, diagrams, or manuals, can be attached by clicking on the "Attach Files" option during the template creation process. It’s important to note that these are not visible when conducting the Inspection.

  10. What should I do if the template requires multiple revisions?

    • If the template requires multiple revisions, you can create and manage these revisions within the system. Each revision should be properly documented with a revision level and date to track changes over time(Adding a New Template).

  11. How do I ensure that all characteristics are correctly documented in the template?

    • To ensure that all characteristics are correctly documented, carefully review each one during the creation process. Use the system’s tools to edit or add characteristics as needed, ensuring that they meet the specific requirements of the process or product(Adding a New Template).

  12. Can I copy an existing template to create a new one?

    • Yes, you can copy an existing template by selecting the "Copy Existing" option. This is useful when creating a new template that shares many characteristics with an existing one, allowing you to make modifications as necessary(Adding a New Template).

  13. How do I enter additional characteristics for the template?

    • Additional characteristics can be added by adding them to the next box under the last one, where you can just start typing the characteristic during the template creation. This allows you to tailor the template to meet specific needs beyond the standard characteristics(Adding a New Template).

  14. What is the importance of setting the revision level and date in a template?

    • Setting the revision level and date helps track updates and changes made to the template. This is crucial for maintaining an accurate and up-to-date template that reflects the latest standards and procedures(Adding a New Template).

  15. How do I determine whether a characteristic should be optional?

    • During the creation process, you can specify whether a characteristic is mandatory or optional. Optional characteristics allow for flexibility during inspections, enabling users to skip certain checks if they are not applicable in all situations(Adding a New Template).

  16. How do I require a signature for completing a step in the template?

    • If a signature is required to complete a step, this can be set within the characteristic options. Requiring a signature ensures that the inspection is verified and approved by the responsible party(Adding a New Template).

  17. What should I do if I need to edit a copied template?

    • If you have copied an existing template, you can edit the copied characteristics to align with the new template’s requirements. This ensures that the new template accurately reflects the specific needs of the task or product(Adding a New Template).

  18. How do I save and finalize the new template?

    • Once all information is entered and reviewed, click "Save" to finalize the template, and approve to make it usable in inspections. This action saves the template in the system, making it available for use in inspections and other processes(Adding a New Template).

  19. What is the process for approving a template?

    • To approve a template, review all the details for accuracy and completeness, then click "Approve." This action finalizes the template and makes it available for official use within the system(Adding a New Template).

  20. How do I create a new revision of an existing template?

    • To create a new revision, access the existing template and select the "New Revision" option. This allows you to make necessary updates while keeping a record of previous versions(Adding a New Template).

  21. How do I switch between different revisions of a template?

    • You can switch between revisions by navigating to the template’s history and selecting the desired revision. This feature allows you to view and compare different versions of the template(Adding a New Template).

  22. What should I do if a template needs to be updated?

    • If a template needs updating, create a new revision and make the necessary changes. Ensure that the updated template is re-approved to maintain its validity within the system(Adding a New Template).

  23. How do I manage multiple templates within the system?

    • Multiple templates can be managed by organizing them under relevant categories or modules. Regular reviews and updates help ensure that all templates remain current and effective(Adding a New Template).

  24. What are the next steps after finalizing a template?

    • After finalizing a template, integrate it into your workflows, train relevant personnel on its use, and periodically review it to ensure it continues to meet the organization’s needs and standards(Adding a New Template).