Using templates to create standards

You can create templates as a means to implement structured standards. These templates are developed and maintained by Industrial Connected Workforce (ICW) admins and are made accessible to operators through the Standards hub.

About standard templates

Standard templates are reusable models for common industrial tasks. ICW admins, such as implementation partners and pillar leads, can create, approve, and publish these templates. Operators can then use them to build their own standards.

Templates are available in the Standards hub. When an operator selects a template, the system fills in key details like location and author, helping them get started quickly. Each standard created from a template keeps a link to the original, so you can see which templates are being used.

Benefits

Table 1. Benefits of standard templates

Benefit	User
Create standards faster by selecting and adapting existing templates Guided onboarding using templates can help reduce mistakes and confusion Reliable and consistent tasks increase confidence and independence	Operator
Ability to create, approve, and manage templates Easier sharing of templates across different locations and teams Quicker and more dependable deployment of standards across production sites Clear tracking of who used or changed each template for better compliance Easier expansion of proven manufacturing practices across suppliers and factories	ICW admin

Examples

• An operator uses a health check template to create an equipment inspection standard, adjusting steps to match local needs.
• A consultant builds a changeover template for a product line and shares it with site leads during onboarding.

Template categories and roles

Templates are grouped into categories like Health Check or Clean Inspect Lubricate (CIL). ICW admins choose the category when creating a template. Only categories connected to the correct user role are available for selection. The default category “Industrial Guided Task” isn’t used for new templates.

Creating standards from templates

Operators can find templates in the Standards hub and use them to create standards. When a standard is created from a template:

• The related assessment template is copied.
• The category is set automatically.
• The form includes details specific to a user, such as location and author.
• The new standard keeps a system-managed link to the original template.

Operators can also choose to create a standard without using a template.

• Create an assessment template category
  Set up an assessment template category so that you can build standard templates for that category and use them in the Standards hub.
• Create an assessment template
  Create an assessment template for creating standards from templates in the Digital Factory Workspace.
• Create a standard from a template
  Create a standard by using available templates within your organization. This approach saves time and promotes consistency compared to building a new standard manually.