6.5 Managing Scope of Work Templates
https://www.youtube.com/watch?v=JtADW-MO-r0
Objective
To provide a clear and concise procedure for team members to create, edit, and manage scope of work templates effectively, ensuring consistency and accuracy in documentation
Key Steps
Log In as Admin
Ensure you are logged in with admin credentials to access the templates menu
Access the Templates Menu
Click on the Templates menu item located on the dashboard
Create a New Template (if needed)
If creating a new template, click on Create
Enter the Name of the template
Provide a Description for clarity on the template's purpose
Edit an Existing Template
To edit an existing template, locate the desired template (e.g., "Polymer Templates")
Click on Actions and select Edit
Adjust Template Components
Review the components of the template displayed on the screen
To move items:
Click and drag individual items within a group or to another group
Move groups up and down as needed
To delete an item:
Select the item and click Delete
To edit an item:
Click Edit to modify values in the side panel
To add files:
Click on the Add Files option and upload necessary documents
Add a New Group
Click on Add New Group at the bottom of the template
Change the name of the group by selecting the text and editing it
Finalize Changes
Review all changes made to ensure accuracy
Save the template by clicking the Save button
Cautionary Notes
Ensure all changes are reviewed before saving to prevent loss of important information
Double-check the description and components of the template for clarity and relevance
Tips for Efficiency
Familiarize yourself with the template structure to streamline the editing process
Use consistent naming conventions for templates and groups to enhance organization
Regularly review and update templates to keep them relevant and accurate, especially after significant changes in processes or data