How to Create a Work Area Template
Using a template in Fortix increases productivity and improves communication and accuracy of work being done. The Work Area template is used when adding a new Work Are to your Project or Job.
This article explains how to add a Work Area Template.
To Create a New Work Area Template, navigate to the Setup page. Find Work Area Template under PROJECTS / JOB or SALES ORDER heading.
The quick shortcut is: /?module_templates
A list of current Work Area Templates opens. Click Add New to create a new work Area Template.
The ADD NEW WORK AREA TEMPLATE form opens. Add the Template details and click SAVE to commit the record to the system.