Maintain Job Templates

To maintain job templates:

1. Navigate to the Manage Template Screen: Select Configuration Management and then select Quality Control Configuration.
2. To delete templates, select the job or multiple jobs from the list and click the – icon.

   Note:

   Base Templates cannot be deleted or inactivated.

   If a template is in use by one job already, the template cannot be deleted, it can only be inactivated.

3. To edit, click the link in the Template Key column to open the Create and Maintain Templates dialog box:
   • If the template edited is a Base Template:
     • The Template Header is not editable.
     • The Check details are editable.
     • To Add: Click the + icon. The user is able to add more checks.
     • To Delete: Click the – icon. The selected check is deleted.
     • To Update: The user can edit the following fields directly in the dynamic table:
       • Sample Size (Mandatory)
       • Instructions (Mandatory)
       • Tolerance (Mandatory)
       • Count Required? (Mandatory)
   • If the template edited is a non-base Template:
     • The Template Header is editable
     • Template Description (Mandatory)
     • Type (Mandatory)
     • Status (Mandatory)
     • Dept
     • Class
     • Subclass
     • Supplier
     • The Check details are editable.
     • To Add: Click the + icon. The user is able to add more checks.
     • To Delete: Click the – icon. The selected check is deleted.
     • To Update: The user can edit the following fields directly in the dynamic table:
       • Sample Size (Mandatory)
       • Instructions (Mandatory)
       • Tolerance (Mandatory)
       • Count Required? (Mandatory)

   Note:

   Editing templates creates template revisions.

   If the edited template is already in use, the revised template will be applied only to new jobs created after the update.