Manage Company Machine Templates

AudienceCompany Owners, Reliability Engineers, Delegated Template Managers

Required Permissions`company_machine_templates:view`, `:create`, `:update`, `:delete`

Estimated Time5 min read

Demo Referencecemento-valladolid

Quick Demo · 0:09

Manage Company Machine Templates

00:09

Chapters

Searchable Transcript (2 steps)

1. 00:01Click Add Machine Template, enter the template name and description, and submit.
2. 00:06Open any template card to standardize reusable Components and Expected Tags across plants.

What Are Machine Templates?

A Machine Template is a standardized blueprint describing a recurring piece of industrial equipment (such as a Vertical Roller Mill, Induced Draft Fan, or Centrifugal Slurry Pump). Instead of rebuilding machine definitions from scratch on every production unit, a Machine Template predefines:

• Components: Sub-assemblies of the machine (for example: Main Gearbox, Drive Motor, Lubrication Unit).
• Expected Tags & Units: Standard signal definitions (for example: Motor Current [A], Bearing Vibration [mm/s], Winding Temperature [°C]).
• Recommended Operating Context: Consistent naming, technical descriptions, and downtime integration rules.

Managing templates at the Company level allows plants with template inheritance enabled to instantiate machines using identical corporate engineering models.

Step 1: Open Company Machine Templates

1. Go to Configuration -> Companies.
2. Open Manage -> Machine Templates on the target company card.
3. Browse existing cards by name or category to avoid creating duplicate equipment blueprints.

Step 2: Create a Machine Template

1. Click Add Machine Template in the top-right header.
2. Fill in the template Name (required, e.g., Vertical Roller Mill V4), Category / Type, and an engineering Description.
3. Submit the modal to create the template card.

Step 3: Configure Components & Expected Tags

1. Click the newly created template card to open its Template Detail workspace.
2. Define standard Components (sub-equipment assemblies) and add Expected Tags with engineering units and descriptions.
3. Save changes—any plant inheriting Company Machine Templates can now select this blueprint when commissioning machines.

Editing & Deletion Notes

• From a template card or detail header, authorized users can update template metadata, edit components/expected tags, or delete an unused template.
• Prerequisite for Plant Inheritance: At the Plant level, inheriting Company Machine Templates requires Company Downtime Catalog inheritance to be enabled as well.

Next Steps

• Grant Permissions for Downtime Catalogs & Machine Templates
• Manage Plant Machine Templates