Selecting an existing template - HxGN EAM - 12.1.1 - Feature Briefs - Hexagon

All users can select an overview template as follows:

1. Click the Select Template button.

2. The system will then bring up the Select Overview Template pop-up with the following attributes:

   1. Overview Template that needs to be displayed. The list shows all templates that are either public or that are attached to the user group of the user. And if you are a template administrator, you will additionally see the following:

      1. All other templates, even those that are out of service, so you can either reactivate them or delete them, and

      2. All the users that have created their own personal overview configuration. A user may have an awesome configuration that you want to convert into a template for other users to enjoy. Or the user has requested that you add a pie chart widget and has asked you to configure that for him.

   2. Default checkbox. If selected this becomes the default template on this overview screen. Note that this could be a clone of the Equipment or Organization Overview 360 screen.

   3. Once all data is filled in, click Submit to activate the selected template.

The system will now show the selected template. The system will rename the Select Template button and will show the description of the selected template and a Reset icon to the right of the name.

Personal button. Alternatively, you can click the Personal button on the pop-up if you do not want to select a template, but instead want to return to your personal overview. The personal overview is the one that was created by you from scratch. You know you are on it, if the Select Template button says, ‘Select Template’. When you click this button, you also make your personal overview your new default and therefore overwrites any template default you may have had before.

The widgets from the selected overview template will be protected if the template is public or if the template is attached to one or more user groups. This is to prevent users from making on the fly changes to templates that are actively used in the field. Even administrators cannot make changes to these templates. If you are an administrator and you want to make changes to such a template, you can do so at any time but need to follow some form of change management. For example, do the following:

1. Select the template you want to change. For example, WORK-PLANNER.

2. Save this template with a different Code. Use something that can be recognized. For example, add your initials and an indicator, that the template is a work in progress, to the code. This makes clear to the other administrators this template is yours. Make sure you do not select Public for this temporary template, so that the regular users are not able to select this template while you are working on it.

3. Select this copied template. Note that the system should already have done this for you automatically after the previous step.

4. Make your changes to the copied template until you are finished. Remember that all widget changes and configurations are immediately saved. if your template update stretches out over a couple of days there is no need to save the template in between sessions.

5. But once all changes have been applied then you must save the template again but now enter the same Code and Description as was used for the original. Remember WORK_PLANNER. After that all work planners will enjoy the new configuration.

6. Optionally select the temporary template again and delete it. Or leave it for the next update of another template that you need to apply.