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How to create and use a template
In many cases, the same work plan needs to be repeated on a regular basis. Instead
of creating a new work plan from scratch each time, the planner may decide to make
a once off copy of a work plan by clicking on the copy button. This will open up a
work plan (in edit mode) which will be automatically populated with all the
information from the original plan. The planner may edit this information where
necessary, save it and proceed with the work plan as per usual. An even more
efficient way to make copies of different plans is to use a predefined template.
Select ‘Template’ from the drop
down & give template a name
Expanded template
Contracted template
Click to create a new plan
from an existing template
A blank template is created in exactly the same way as a work plan. However, the
planner must ensure that ‘Template’ is selected from the drop down menu as per
the above illustration. Once the work plan and associated tasks are saved, the
template will be stored permanently in the Ad Hoc Work Application. Once the
template has been created, you will notice that the ‘Approve’ button has been
replaced by a ‘Use Template’ button in the Action column. When the ‘Use Template’
button is clicked, a new work plan, with the predefined information will be opened.
The benefit of using templates is that a range of templates are readily available in
your own manageable template library.
j5 User Manual – Revision 1 – ©2011
www.sjsoft.com
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