Create a Sublocation Service Assignment Template

Create a Sublocation Service Assignment Template


Video Transcript

Sublocation Service Assignment templates, or SSA Templates, are a great way to segment a large building into manageable pieces and make inspections in large buildings go a lot faster. With an SSA template, you’ll see all the right services listed in all the right spots as you go and avoid issues such as repeat services.
Please be aware that in order to complete an SSA, you will already need a job template and a sublocation template for your specific location.
To begin, we’ll go to the Admin tab. In the first section, we’ll select Sublocation Service Assignment Templates, and then click New on the right above the list.
Name your template something that will help you remember it. Typically, an SSA will be specific to a location, so it’s common to name the template after the location it will be assigned to. Now we need to select the job template or templates we want to take from, as well as the Sublocation template that applies to our building. We can do this quickly by selecting our building from the Quick Select by Service Location button—this will automatically bring in all the sublocation templates and job templates from whatever location you choose.
All the services from the job template or templates you selected will appear in the left pane, while the sublocations and sections from your sublocation template will appear on the right. In order to assign a service to a section, simply drag and drop that service into the section’s folder. You can select multiple services at a time using the control or command button on your keyboard to speed up the process. You can also use filters here at the top to help you quickly select the relevant services.
After assigning services to all appropriate sections, be sure to click the Save icon. When this is done, click the Back button.
From this screen, you’ll be able to assign your new SSA template to the necessary service location. Simply click Assign on the right, check the box next to the locations, and click Save. Your SSA is complete!


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