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Created by Brendan Radich
Created on Oct 20, 2021

Better Project Templates

I think templates need to be a special type of project, and they should have some sort of version control & change log available to them. That way, we could create jobs from a job template and then see what version of the template was used when we created the project.

Template Upgrades

* Separated from projects list
* Version control, with the ability to roll-back to older versions
* Change Log (either automatically produced or require input from administration who modifies the template)
* Apply template to existing jobs to update the following items:

** File Library structure (with option to ignore template permissions or override project-specific permissions when applying new template version)
** Checklists
** Record Settings (with option to select which record settings to apply)

  • Attach files