Setting up Template or Checklist (Tag / Tag Group) and CAG - Template Management

Template Management

ODM Template transforms paper check list into digital forms in ODM system.

Template enables user to:

- Manage checklist design by template basis.
- Have better control and tracking of template revision number, and rollback to previous revision
- Allow multiple tag creation/modification in Excel format and import to ODM via Import/Export utility tool

Note: Visibility of template is subject to its assigned Location, Work Center & Category

Template Management page provides a quick view of all the templates that has been created in the system and visible within the user login visibility profile. From this page, user can search and edit the template and its tags & tag group easily and quickly.

Template searching can be performed at the search section, by inputting the filtering criteria such as template name, description, status, Location / Equipment, work center, category, created by created time, etc. Alternatively, user can perform the filtering from the table column respectively.

Template Management - Publication Status

Each created or edited template will have its own revision number and publication status, which enables user to have better tracking and control of the changes made to the template.

Template Management - Revision History

Template Management - Create / Edit Template (1)

Template Management - Create / Edit Template (2)

The figure above illustrates the STEPS to create or edit a template:

1. Click on the “+” icon, or Edit the existing template revision
2. The Template Properties page will pop up
3. Fill up the general information and its associated information (e.g. Location, Work Center and Categories)
4. Click on “Edit Checklist” and it will direct you to the Tag Management page. Complete the tag creations.
5. Once all information is fill up completely, click on the:

- - “Save and Edit Later” button to save all the changes, but the template will remain in “Edit” mode
  - “Publish” button to save all the changes and publish the template. The template will become “Released” mode

Note: Once template has been published and in “Released” mode, no modification or changes will be allowed. Should changes required, user is required to create a new revision number.

Template Management - Tag Management

Tag Management page provides a quick view of all tags in a table grid display, where user can search and edit the tag properties easily and quickly.

Tag searching can be performed at the search section, by inputting the filtering criteria such as tag name, tag Group, Location / Equipment and Tag Type. Alternatively, user can perform the filtering from the table column respectively.

Template Management: Import / Export

ODM-Manager provides Template Import/Export function, which enables user to export the existing ODM Template & its Tags configuration into Excel format and make configuration in Microsoft Excel. This is very useful when huge number of tags is required to be configured.

Before starting the import process, user is required to ensure that the Excel file does follow the ODM format. The format can be easily found from the exported Excel file from the “Export” function to download an empty Excel template file. Alternatively, you can click on the “Export Template” button of the selected Template revision from the Template Management page. The import process will fail if any of this format is not fulfilled or the value input is not validated.

To begin the import process:

1. Select the Template list Excel files location by using the “Browse” button. You may select multiple template files.
2. If the “Overwrite Existing Tag” button is selected, the tag settings in Excel file will replace the existing tag settings (that has the same Template ID, Tag Group or Tag ID) in ODM database automatically without any confirmation or notice. This is NOT recommended unless you are 100% confirm on the specific tag / tag group to be updated. Unchecked this option, if you are creating new tags and this will ensure no existing system configuration (that has the same Template, Tag Group or Tag ID) will be replaced.
3. Click on the “Validate Tag” button, to ensure your file(s) format is correct. Any incorrect configuration or error found will be displayed.
4. Click on “Import” button to start file(s) importing process

Key Attentions

- Template ID, Revision number, Group ID and Tag ID must be UNIQUE

Alerts: You may replace the existing template, tag group or tag accidentally if you happen to configure the ID which is already defined in in the system.

- Ensure Group Name and Parent Name is pre-defined in Tag Group sheet, before it is specified in Analog tag and Message Tag sheet
- Don’t define > 1 tag group that has same Group Name and Parent Name in a same Excel file.
- Ensure all specified value is following its data format

Reminders

- By default, all newly imported template is not published yet. Please reminded to publish and active it
- Template that is activated will be accessible to user automatically based on User Visibility profile.
- Please remember to assign the User Visibility Profile to the correct Location, work center & category accordingly.

Tips: You may assign the user visibility profile to a group of users from User Group properties page

Template Management: Export Template

- Enables user to export the existing ODM template configuration into Excel format

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