Location templates

A template holds the services that belong to a site by default. You set it up once, and from then on anyone assigned to that location gets them. That includes people moving over from another office, not just new hires.

It stays a proposal, not a rule. When someone is assigned, the services appear preselected, and you can uncheck anything this particular person does not need before you continue.

A template prepares the assignment, it does not order anything. The items land in approvals like any other request, so the usual decision still happens before something is bought.

That decision gets easier if you switch on free inventory first. The site's stock is then checked before a new order is triggered, pre-ordered goods come next, and only then does something new get ordered. Useful in exactly the situation where returned devices pile up while new ones are being bought.

The moment to set one up is when you notice you are assigning the same three or four things to every new starter at a site.

Templates are not limited to locations. Groups and departments can carry one too, and they are built and maintained centrally under Template management.

Template management

Templates need people to act on. Next: Location manager.

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