Configure Item Template

Items represent materials linked to Issues, such as parts or consumables. As an Admin or Supervisor, you can customize the Item template using OOTB fields. The Item template is connected to the corresponding Issue template.

To configure an item template:

  1. Expand the RACE module and click Field Configurations.
  2. Click Create New on the top-right.
  3. In the Template Details screen:
    1. Select the Template Type as Item.
    2. Enter Template Name.
    3. Add Description.
    4. Select Plant.
    5. Add Tags.
    6. Click Next.
    Figure 1. Item Template


  4. In the Add Fields screen:
    1. Add Sections and Tasks (fields) and define response types (behavior) as shown in the table below.
      Field Behavior
      Item number Auto incremental value
      Item Code group Drop-down with search
      Object part code Auto populates from Item Code Group
      Damage Code group Drop-down with search
      Damage part code Auto Populates
      Item short text Text field
    Figure 2. Issue Template Fields


  5. Click Publish.