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Create a template

Applies to
  • Owners
  • Admins
Before you start
  • You can sign in to Belrald Assets
  • You know which kind of record you want to standardise
Related

A template is a pre-filled blueprint. Instead of typing the same details into every quarterly generator service, you build the template once and apply it — the new record starts with your defaults already in place, and it records which template and version it came from.

Create a template

Section titled “Create a template”
  1. Go to Settings → Templates.
  2. Select New template.
  3. Choose the kind — work order, asset, PM schedule or contract.
  4. Enter the name — up to 120 characters, and unique among templates of the same kind.
  5. Optionally add a description (up to 500 characters) and a category such as HVAC or Plumbing.
  6. Optionally limit the template to particular asset categories — up to 20. Leave this empty to allow every category.
  7. Fill in the defaults for that kind of record.
  8. Save the template.

Use placeholders for details that change

Section titled “Use placeholders for details that change”

Defaults can carry placeholders that Belrald Assets fills in when the template is applied — the asset’s name, serial number or category, the location’s short code, name or full path, and the date. A title like “Quarterly service — asset name” comes out specific to the record it created.

Add field rules

Section titled “Add field rules”

Field rules control how a field behaves when someone applies the template — for example, requiring a value or locking it. Fields Belrald Assets manages itself are protected: a rule cannot change a record’s status, its template kind, or the details that record who created it and when.

Reuse and retire templates

Section titled “Reuse and retire templates”
  • Duplicate a shared or built-in template to make your own version instead of editing the original.
  • Browse by procedure or label to find the template attached to a particular checklist or tag.
  • Archive a template you have retired, and restore it if you need it back.

What happens next

Section titled “What happens next”

Applying a template stamps its defaults onto the new record and records the template and version used, so you can tell later which blueprint produced a record. Turning templates off does not undo records already created from them.