Requisition templates are master copies of the parts lists that you or your crew order frequently. Build them on the Setup > Templates > Requisition tab, then publish copies for your teams to use. The copies will be available to your crew when they request parts on the Onboard > Requisitions > Requisitions tab and to staff on shore on the Maintenance > Requisitions > Requisitions tab.
This lesson will show you how to build a requisition template.
Configure the template header
When you build a new requisition template, you start at the top, with the header information. This is where you configure the settings for your template, including which asset will use it.
Start by giving your template a name. This is the name your crew will see in when they select the template while making a new requisition.
You must assign the template to one of your assets.
From the Space list, you can select the default work space that will be listed on copies of this template.
NoteEach template can only be assigned to one asset and work space. If you'd like to assign a similar template to another asset and/or space, you can create a new template and assign it as needed.
Select a default vendor for copies of the template.
Select a default priority for copies of the template. Yellow is the lowest priority and red is the highest. Users can change the priority, if necessary, on their copies of this template.
This is the date and time the template was created.
Use the Responsible Parties list to select who will receive email notifications when requisitions based on this template are submitted.
NoteIn order to receive an email notification, a responsible party must be an active employee and have a valid email address in the system.
Build the template body
The body of your template contains a default list of parts. When your crew use this template to make a requisition, they'll start with this default list, then add or delete parts from their copy.
To build your template, click Add Line Item then select a part from the list. Repeat this step to add all the parts you need to the template.
Manage your templates
Once you have a few templates in your list, check out this article for some tips to help you organize them.
Need a little more help?
In addition to these lessons and videos, which explain basic concepts and coach you through the set up for Helm CONNECT, you'll find more set up information and step-by-step instructions in our online help.