Customising Template Properties on the Andy App

Properties of the Template

Andy has multiple functions that allow you to adapt your templates to the needs of your venue. These configurations must be made from theControl Panel.

Once inside theControl Panelyou must addressConfiguration>Templates>choose the templateof Tasks, Records, Incidents or Audits to be edited orCreate.
On the right side,you can seethe paragraph ofProperties of the Template. This would be an example of the Properties of a Task Template:



State of the plans
- Published:The template is visible to locals
- In draft:The template is not available on premises, but it is not deleted either.What does a template with state in Draft entail?



France horaria
It sets out the turn in which this task must be visible. This setting is only in Tasks. Under Settings you canCustomize slots



Limitation
It allows you to limit the completion of the task list to certain hours and up to 3 days earlier.This setting is only in Tasks.How can I limit the schedule of a task?




Tast dependence
It allows the option of being able to block the completion of a list of tasks until you complete another listing.How do I make one task dependent on completing another?





Category
You can categorize the template for a better organization.Here I teach you how to create template categories



PManagement ERMISES
Indicates thatUser Rolescan manage the template within the Andy APP. In this article you can learn toLimit access to records by user role



Locations
You can select those premises that have access to the template, allowing for better customization of the template according to the operation of each venue.Assign a task to multiple premises.



Ready! You already know all the template properties, you may now be interested inProperties of item