Templates
Create and manage reusable lifecycle profile templates.
Overview
Profile Templates are reusable blueprints for lifecycle profiles. Instead of manually configuring components and events for every new equipment profile, admins can create templates that capture a standard set of components and maintenance events. Any user can then import a template to instantly create a fully configured profile for their tenant.
Key Concepts
What Is a Profile Template?
A profile template is a pre-configured set of:
- Components -- The parts tracked on the equipment (linked to the component catalog and machine positions)
- Events -- The maintenance and lifecycle events scheduled at specific hour intervals (component replacements, preventative maintenance, midlife repairs, running costs)
Templates are linked to a specific OEM and equipment model, and optionally to a machine family for categorization.
Template vs Profile
| Aspect | Template | Profile |
|---|---|---|
| Scope | Global (shared across tenants) | Tenant-specific |
| Purpose | Blueprint for creating profiles | Active configuration for a fleet |
| Components | Template components | Profile components (cloned from template) |
| Events | Template events | Profile events (cloned from template) |
Event Types
Template events support the same types as profile events:
| Type | Description |
|---|---|
| Component Replacement | Scheduled component change-out at a target hour interval |
| Preventative Maintenance | Planned maintenance activity |
| Midlife Repairs | Major repair or overhaul at midlife |
| Running Cost | Recurring operational cost |
Event Allocation
Each event has an allocation that determines how it is used:
- Forecasting -- The event generates forecast entries for scheduling
- Tracking Only -- The event is recorded but does not drive forecasting
How to Use
Browsing Templates
- Navigate to Admin > Templates.
- Use the search bar to filter by name, model, OEM, or prefix.
- Filter by machine family using the category dropdown.
- Click a template to view its components and events.
Creating a Template
- Click Create Template.
- Fill in the template name, select an OEM and equipment model.
- Optionally assign a machine family and name prefix.
- Save the template, then add components and events.
Adding Components
- Open a template.
- Click Add Component.
- Select a component from the catalog and a machine position.
- Set the target hours (expected life) and optional default cost.
Adding Events
- Open a template.
- Click Add Event.
- Configure the event type, activity category, target hours, and optional fields (part number, source of supply, estimated cost, comments).
- Optionally link events together to create event chains.
Importing a Template
Any user (not just admins) can import a template to create a new profile:
- Browse the template library.
- Click Import on the desired template.
- Optionally customize the profile name.
- The system creates a new profile with cloned components and events, including linked event chains.
Deleting a Template
Templates are soft-deleted (marked as inactive). Existing profiles that were imported from a deleted template are not affected.
Common Questions
Can I edit a template after profiles have been imported from it?
Yes. Editing a template does not affect profiles that were already imported. Each imported profile is an independent copy.
Who can create templates?
Only Admin users can create, edit, or delete templates. All users can browse and import templates.
Can I link events in a chain?
Yes. Events can reference a linked event ID to create sequential chains (e.g., a component replacement triggers a follow-up inspection). The system prevents circular references.