Import Tasks from template

You can import sections and tasks from the template to create a round plan quickly.

To import tasks form the template:

  1. Expand Operator Rounds and select Round Plans section.
  2. In the Round Plans screen, click Create New and select Create Manually.

    or

    Select the existing round plan and click Edit Round on the right-side window

  3. In the Plan Details screen, update the details like Plan Name, PlanDescription, Tags, Notes and Attachments, & Additional Details.
  4. Click Save & Next.
  5. Click the Import Tasks button on the right side.
  6. In the Import From window, click the Templates tab.
  7. Select the template from the list.
    Figure 1. Import Tasks


    Note:
    • By Default, one filter of the Location/Asset is applied, which the user is currently working on. You can remove the filter to see list of templates irrespective of the assets or plants.
    • You can do fuzzy search or search the templates associated with the tags. For example, Maintenance.
  8. Select the whole section with tasks and click Use.
  9. Select Add as new page or Add to existing page option.
  10. Click Import.
    The selected sections with tasks are imported successfully into the round plan.