Use the following procedure to add an inventory template:
1. Select Room Inspection > Inventory > Inventory Templates from the Setup > Maintenance menu. The Inventory Templates page is displayed.
2. Click Add. The Add Inventory Template page is displayed.
3. Enter information in the fields provided.
•*Name: Enter the template name.
•Active: Select or clear this check box to specify whether the template is active.
•Common area template (use for child facility inventory): Select or clear this check box to specify whether the template you are adding is a common area template.
When this check box is selected for a template, when the template is assigned to a facility, it indicates that room inspections are not expected to be generated on this facility level. Instead, it will be generated on a lower facility level and items from this facility level will be included with each lower level facility.
If a common area of the room is not defined as a separate facility level, all of its items must be included in the room's template. For example, the inventory items for a bathroom that is shared within a double room must be defined within the template for the room. Inspection of each space will include the bathroom inventory items.
Note: If a room serves as a lowest inspection level, its template should not be a Common Area Template.
4. Click Add Items to add items to the template. The Search Inventory Items page is displayed.
Note: You can add inventory items to the template before or after saving the template.
5. Enter search criteria in the Display name and Inventory type fields to search for the item(s) you want to add and then click Search, or just click Search to display all available inventory items in the Available Inventory Items list.
6. Select one or more inventory items from the list (hold down the [Ctrl] key and click each item you want to add) and click Add >, or click Add All >> to select all of the available inventory items. The items you selected are displayed in the Selected Inventory Items list.
7. Click Add Selected Items. The Inventory template item successfully added message is displayed.
8. Click Save. The Inventory template successfully added message is displayed.
9. Click Set Display Order to set the display order.