Create Job Template

To create a job template:

  1. Navigate to the Manage Template Screen. Select Configuration Management and then Quality Control Configuration.
  2. Click the + icon in the Templates table. The Create or Edit Template dialog box is displayed.This image shows the Create or Edit Template dialog box.
    1. Populate the header details:
      • Template Key (Mandatory)
      • Template Description (Mandatory)
      • Type (Mandatory)
      • Status (Mandatory)
      • Dept
      • Class
      • Subclass
      • Supplier
    2. Populate the check details:
      1. Click the + icon in the table. A new line is added to the table. Fill in the following columns:
        • Sample Size (Mandatory)
        • Instructions (Mandatory)
        • Tolerance (Mandatory)
        • Count Required? (Mandatory)
      2. To delete a line, select the line and click the – icon.
    3. To finish, click Submit. A confirmation message is displayed.This image shows the Submit confirmation message.
      • If the user clicks Submit, the template is created.
      • If the user clicks Cancel, the confirmation message is closed and the user is able to continue the creation process.

      Note:

      To save a new template, the template must have at least one check.
    4. To cancel the creation of a new template, click Close. A confirmation message is displayed.This image shows the Close confirmation message.
      • If the user clicks Close, the template is not created and the dialog box closes.
      • If the user clicks Cancel, the confirmation message closes. The user is able to continue the creation template process.