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Worksheet Templates
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  • 上传时间:2024年03月04日 23时52分37秒
摘要:
Worksheet Templates** Worksheets will help you to define how to perform a field service operation. You can plan your entire operation using such works ......
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    Worksheet Templates

    Worksheets will help you to define how to perform a field service operation. You can plan your entire operation using such worksheets. It includes the details of the steps involved in a task, procedures that must be followed, components to perform the tasks, and other necessary factors required to complete the task successfully. Under the Configuration menu of the module, you can find the Worksheet Template option, which will help you to create templates for worksheets.

    field-service

    The pre-configured list of templates can be seen here with the details of Name, Companies, Worksheets, and Color. Click on the New button to create a new template.

    field-service

    Here, you can mention the Name and Companies in the respective field. Select a suitable color for the template from the given option.

    field-service

    After adding the required details, you can click on the Design Template button to design the template according to your need.

    field-service

    This will lead you to a new window where you will get advanced editing options to design the template. After creating the template, you can use them while creating new field services.

    field-service

    The Analysis button can be used to analyze the tasks performed using this template.

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