Templates let you standardize work, so your team doesn't rebuild the same tasks each time. Limble has three template types.
Template types
Preventive maintenance (PM) templates: for recurring scheduled maintenance.
Work order (WO) templates: for one-time or unplanned work.
Instruction set templates: reusable step lists you attach to any task or template.
How template types relate
Instruction sets are the building blocks. You add them to work order templates and PM templates so steps stay consistent across your work.
How templates behave
Non-retroactive changes: Once a task is created, any updates or changes made to the template will not apply to tasks that have already been generated. These changes will only affect tasks created after the update.
Inability to switch templates: After a task is created, you cannot change its underlying template. If you need to use a different template, you must either edit the task’s instructions manually or create a new task using the desired template and delete the old one if it is no longer needed.- WO template instructions cannot be directly copied into Instruction Set Templates: If you need to use instructions from a WO template, you must recreate the instruction set manually.
Preventive maintenance (PM) templates
Preventive maintenance (PM) templates standardize repeatable preventive maintenance work and automate scheduling, so you don't have to rebuild the same workflow each time. If you need to apply the same inspection to different sets of child assets, you can create the PM template once, duplicate it for each asset group, and assign each copy to the relevant set of child assets.
PM templates make it easy and seamless for technicians to complete preventive maintenance tasks.
Create and manage PM templates
PM templates vs. PM schedules
Disable a PM schedule: pauses the generation of individual task occurrences of the PM, while keeping existing and past PMs in history.
Disabling a PM: prevents tasks from triggering entirely, with no history of skipped PMs.
To learn more about PM schedules:
Work order (WO) templates
WO templates operate similarly to PM templates. WO templates include all of the PM features, but they can be used for planned or unplanned work orders.
Planned WOs are proactive and scheduled in advance, while unplanned WOs address unexpected issues such as emergency repairs.
Create and manage WO templates
Default work order templates
A default work order template gives every new work order at a site the same starting point. It’s helpful when all work orders need set standards or instructions. Each site can have its own default template, and only super users can set it.
Simple vs. default starting view
An account-wide setting decides which view opens when a user clicks Create WO.
Simple: opens a basic work order. This is the default setting, since most technicians want the fastest way to start a work order.
Default template: opens a work order that loads your site’s default template.
To change the starting view or choose a different default template, read Set default work order templates.
Instruction set templates
An instruction set is a reusable group of instructions that you can add to any of your tasks. You can think of instruction sets as a template within a template.
Creating instruction set templates can save you time when many of your tasks share a set of the same procedures, such as compliance-related instructions or other standard processes. Instruction sets also allow you to add structure to unplanned work. Instruction Set Templates must be created manually in Limble CMMS. They cannot be copied from WO templates or imported from external sources.
Creating an instruction set template has the same process, regardless of task type.
Create and manage instruction set templates