Asset Templates

The Asset Templates feature lets you create predefined assets, which you can then copy into individual assets. You should create an asset specifically made to be saved as a template. This is because you probably do not want to complete certain fields, such as the Asset ID field. If you completed this field for the template, you would have to change it every time you applied the template to an asset.

Asset templates provide more flexibility than the Replicate function.

With an asset template, you can:

• Assign it a recognizable name for quick and easy recall.

• Enter data in all fields or only in a few fields.

• Use the template to create a new asset.

• Use the template over an existing asset. If you use a template over an existing asset, the template information overwrites any existing information that you entered for the asset before you used the template. If, however, the asset has information in a field that is blank in the template, such preexisting information is not overwritten.

You can view an existing template once you create it. Then you can edit the template and save it under a new name or its current name.

To rename or delete an asset template, select Customize/Template Manager from the menu bar, then complete the Template Manager window.