Fields Copied from Activity Templates

The following fields are copied from an activity template to an activity plan:

• Activity type

• Cost Estimate

• Employee

• Alarm

• Description

• Lock Assignment

• Category

• Display In

• Priority

• Comments

• Duration

• Status

Note: If the value of the Employee field is included in the activity template, then the field value is copied. Otherwise, the value in the Employee field depends in the value in the Category field. If the value in the Category field is not Field Engineer Activity, Repair Activity, Preventive Maintenance, or Other, then the Employee field is populated with the current login ID.

Child records associated with the template are copied to the following views in the Activities screen:

• Steps view

• Instructions view

• Items view

• Skills view