Investigation templates

If an investigation template contains activities or job plans, the application creates an investigation activity for each template activity. An investigation activity might be created for each template job plan. The creation of activities on job plans is site-dependent.

When you apply a template, activities are created for job plans where the site matches the site of the investigation record. If the investigation site is not defined, activities are created for job plans where the site matches the asset site of the investigation record. If neither site is defined, activities are created for job plans where the site matches the default insert site of the user.

If the template contains organization-level job plans, activities are created only when the investigation site is in the same organization as the job plan. If the investigation site is not defined, activities are created only when the asset site is in the same organization as the job plan.

If the template contains system-level job plans, activities are created based on the investigation site. If no investigation site is defined, activities are created based on the asset site.

If the template includes activities that are not based on a job plan, activities are created based on the investigation site. If the investigation site is not defined, the activities are based on the asset site.