6.5 Managing Scope of Work Templates

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

1. Log In as Admin
   • Ensure you are logged in with admin credentials to access the templates menu
2. Access the Templates Menu
   • Click on the Templates menu item located on the dashboard
3. 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
4. Edit an Existing Template
   • To edit an existing template, locate the desired template (e.g., “Polymer Templates”)
   • Click on Actions and select Edit
5. 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
6. 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
7. 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