Test Equipment Templates

Use templates to make repetitive data entry easier.

Templates can be created and used to quickly add new records with common data. To create a template, either start a new equipment master record and fill out the desired form values (saving not required) or open a record for edit from the Tool Browse form to use its values as model for the template. Next, select the Create from Current Record option from the Templates menu under the File dropdown, as depicted in the image below. Finally, select an appropriate name for your new template and press the [OK] button.

Note: Standards and Procedures are not part of the template.

To apply an existing template, select the Templates > View Templates option from the File menu. Next select the desired template from the listbox to be applied and click the [OK] button. Checking the box next to a template will mark that template as the default template to be applied to all new records.

Last updated:  7/4/2011

Compatibility:  Calibration Control versions 5.x