View Generic Asset Template

View the list of pre-configured asset templates created in the landing page of the Generic Asset Templates tab of Template Definition.

The Templates are listed with the information about the template with the columns as defined in the following table:

Field Name

Description

Template ID

This is a unique ID for the template. This ID gets generated by default.

Template Name

Description for the asset template.

Asset Category

Category the asset is grouped.

Asset Class

Class the asset is grouped.

Created By

Mail ID of the creator of the template.

Created Date

Date and Time of creation of the template in DD-MM-YYYY HH:MM:SS format. The Date and Time is displayed as per the browser local time.

Reviewer

Mail ID of the reviewer of the template, if assigned

Approver

Mail ID of the approver of the template, if assigned

Updated Date

Date and Time of the last update made to the template in in DD-MM-YYYY HH:MM:SS format. The Date and Time is displayed as per the User's Device Time.

Status

Current status of the template.

Actions

Contains option Clone the template.

Filters

Click icon to display the Filters window. Select one or more options in the following filters to find and display the required asset template accordingly:

  • From the Asset Class drop-down list, select the class to filter the templates based on the Asset Class.

  • From the User drop-down list, select a user name to filter and display the templates that are created, reviewed or approved by the selected user.

  • From the Status drop-down list, select one of the following statuses of the templates, to filter and display the assets in the selected status:

    • Active

    • Approved

    • In Progress

    • Pending Approval for Delete

    • Pending for Approval

    • Pending for Review

    • Pending Review for Delete

    • Needs Revision

  • Click Apply to view the asset in the Generic Asset Template list.

Search Templates

In the Search box, enter a key string which is a part of Template ID, Template Name Description, Asset Category or Asset Class of the desired Asset to display the related assets in the Generic Template page.

  • When an user navigates from current page to the previous page, they are directed to the same previous page where the process was initiated.

  • For example, if you initiate a process in 'Custom Template' under 'Template Definition' and next move to 'Template Configuration', then when navigating back you are directed to the 'Custom Template' page and not the main landing page, that is "Generic Template' under 'Template Definition'.