FAQs for "Adding a New Template"
1. What is the purpose of creating a new template in the Isolocity system?
A: Creating a new template allows you to standardize and streamline processes, ensuring consistency and accuracy in data collection, inspections, and reporting. Templates help maintain uniformity across operations and make it easier to manage recurring tasks.
2. How do I begin creating a new template in the Isolocity system?
A: Log in to the Isolocity system, navigate to the Drawings or Templates section, and click Create a Template/Specification. This initiates the template creation process.
3. What information is required to create a new template?
A: Required information includes:
Template Name: A unique name for the template.
ID/Number: A specific identifier for the template.
Operations
Tolerance
Product or Activity: Optional, as it can be linked later.
Characteristics: Specific attributes or measurements to be inspected.
Optional Fields: Revision level, revision date, and attached files.
4. How do I enter a name for the new template?
A: Enter the template name in the designated field. It should clearly identify the purpose, e.g., "Quality Inspection Template."
5. Why is it important to assign an ID/Number to the template?
A: Assigning an ID/Number provides a unique identifier, making it easy to track, retrieve, and reference within the system, especially when managing multiple templates.
6. How do I link a product or activity to the new template?
A: Select a product or activity from the existing list or add a new one to associate it with the template, ensuring relevant operations are connected.
7. What are characteristics in a template, and why are they important?
A: Characteristics are attributes or measurements to be inspected, such as dimensions, tolerances, or visual checks. Defining them ensures all necessary aspects are consistently evaluated.
8. How do I set a tolerance for a characteristic in the template?
A: Define acceptable ranges for measurements or observations within the characteristic settings. Deviations outside these ranges are flagged during inspections.
9. How do I attach relevant files to the template?
A: Attach documents, diagrams, or manuals by clicking Attach Files during creation. Note that these files are not visible during inspections.
10. What should I do if the template requires multiple revisions?
A: Create and manage revisions in the system, documenting each with a revision level and date to track changes over time.
11. How do I ensure that all characteristics are correctly documented in the template?
A: Review each characteristic carefully during creation, editing or adding as needed to meet the specific requirements of the process or product.
12. Can I copy an existing template to create a new one?
A: Yes, use the Copy Existing option to duplicate a template and modify it as needed for a new use case.
13. How do I enter additional characteristics for the template?
A: Add characteristics in the next available box during creation, allowing you to tailor the template beyond standard characteristics.
14. What is the importance of setting the revision level and date in a template?
A: Tracking revision levels and dates maintains an accurate, up-to-date template reflecting the latest standards and procedures.
15. How do I determine whether a characteristic should be optional?
A: Specify if a characteristic is mandatory or optional. Optional characteristics allow flexibility, letting users skip non-applicable checks.
16. How do I require a signature for completing a step in the template?
A: Set signature requirements within the characteristic options to verify and approve the inspection step.
17. What should I do if I need to edit a copied template?
A: Edit copied characteristics to align with the new template’s requirements, ensuring accuracy for the specific task or product.
18. How do I save and finalize the new template?
A: Click Save to finalize, then approve to make the template usable in inspections and processes.
19. What is the process for approving a template?
A: Review the template for accuracy, then click Approve to finalize and make it available for official use.
20. How do I create a new revision of an existing template?
A: Access the existing template and select New Revision to make updates while preserving previous versions.
21. How do I switch between different revisions of a template?
A: Navigate to the template’s history and select the desired revision to view and compare versions.
22. What should I do if a template needs to be updated?
A: Create a new revision, make necessary changes, and re-approve the template to maintain validity.
23. How do I manage multiple templates within the system?
A: Organize templates under relevant categories or modules and regularly review them to ensure they remain current and effective.
24. What are the next steps after finalizing a template?
A: Integrate the template into workflows, train personnel on its use, and periodically review it to ensure it continues to meet organizational standards.