Where the template is used

Manual — Task templates and checklists · chapter 6 of 10

The Template type decides on which screen the template is offered. Once chosen, the checklist is always the same and is answered the same way (chapter 7) — what changes is the document it lives in and the PDF it produces.

Template type	Where it is chosen	Where it is answered	More in the manual
Task	ticket task (ticket opening, Tasks tab, task record); Automatic Scheduling; Commissioning routines; Patrols; Maintenance Plans; PMOC activities	in the ticket task, on the web and in the app	below; Automatic Scheduling; Commissioning
Audit	Operations › Audits › New Audit and the project’s Audits tab — Audit Template ∗ field	in the audit, on the web and in the app	Projects, chapter 9
Equipment	the project’s Equipment tab — Checklist templates for Mobilization, Daily and Demobilization (with no template of the Equipment type, the list shows those of all types)	in the project equipment, on the web and in the app	Projects, chapter 10
APR	Occupational Safety › APR › new — APR template ∗	in the APR, on the web and in the app	Occupational Safety, chapter 5
PT (Work Permit)	Occupational Safety › PT › new — PT template ∗	in the PT, on the web and in the app	same
Safety inspection	Occupational Safety › Inspections › new — Inspection Template ∗	in the inspection, on the web and in the app	same

System rule

Every template selector requires Read in Task Templates (chapter 1); without it the list comes empty. Each selector shows the templates of one site — the ticket’s, the project’s or, on the planning and Occupational Safety screens, the header site — and the recursive ones of the sites above it. Inactive templates still appear (chapter 3).

Tip

With no template of the right type, the screen warns you — for example, No APR templates. Create an APR-type template first. Create the template with the right Template type, or change the type of an existing one in Edit (chapter 3).

In the ticket task

The checklist of a ticket lives in a task. There are three ways to put a template on the task:

• When opening the ticket (Operations › Tickets › new, Tasks tab): Template with the Search template… search — only Task templates of the ticket’s site. The task receives the description (Content), the category, the technician, the duration and the Private setting of the template.
• On an open ticket (the ticket’s Tasks tab, New Task): the Template (N) field with — Select template — — also only Task templates of the ticket’s site. The task receives the description, the technician, the group, the duration and the Private setting; the template’s category is stored along with it on saving.
• On the task record (Edit › Checklist Template): choose or change the template — here the search brings templates of all types of the ticket’s site; choose a Task one.

Figure 16. Tasks tab of the ticket Monthly infrastructure inspection — October 2026: a new task with the template Monthly infrastructure inspection — Data Center chosen in Template — the description, the technician and the duration came from the template.

1. 1Template (N) — the search among the templates of the ticket’s site.
2. 2The description copied from the template’s Content.
3. 3The template’s technician and duration.

Warning

Changing the template of a task already answered deletes the answers. H2O warns: This task already has N filled answers in the current checklist. On switching the template, all answers will be permanently deleted. This action cannot be undone. — Yes, switch and delete or Cancel. A completed task cannot change: Task already completed — cannot change template.

In the app, the technician adds a task with a checklist through the ticket’s Checklists card (+ Add task, only Task templates of the site) or when opening the ticket (Task with checklist (optional)). The app does not change the template of a task.

Periodicity and Automatic Scheduling

A Task template with a Periodicity filled in is a maintenance plan: Automatic Scheduling (Planning › Automatic Scheduling) generates at once the year’s tickets for the chosen assets, one ticket per date, each with a task using the template (manual Automatic Scheduling). The Plans step lists the templates with a periodicity of the header site and the recursive ones of the sites above.

From the template	In Automatic Scheduling
Periodicity	the interval between the dates: Daily, Weekly, Biweekly, Monthly, Bimonthly, Quarterly, Semi-annual, Annual or Custom (every N days). Without periodicity, the template does not appear in the Plans step
Name	the ticket name: “<template> - <asset>”
Content	the ticket description
Duration	the task time and the planned hours (30 min when empty)
Technician	the task technician
Task Category	the task category
the items	the checklist the technician answers — read from the template at execution time

System rule

The generated tickets read the template’s checklist: changing the items later applies to the tickets not yet executed — and also affects those already answered (chapter 9).

Commissioning, patrols, maintenance plans and PMOC

• Commissioning: the Routines by level say which template to use at each level for each asset type — for example, L3 × UPS → L3 — UPS start-up and energization. The batch tickets are created with a task using that template, and when finishing the checklist the technician gives the Test result (manual Commissioning, chapters 2 and 5).
• Patrols (Planning › Patrols): each patrol uses a checklist template (field Template de Checklist ∗, still in Portuguese on this screen), usually with assets linked to the items and the planned readings (chapter 4).
• Maintenance Plans (Planning › Maintenance Plans): the plan chooses the task template (field Template de tarefa ∗, still in Portuguese) that goes on the tasks it generates.
• PMOC (Operations › PMOC): each activity of the air-conditioning plan has a Task template. An activity saved without a template gets a template created by the PMOC itself, named PMOC · <code> · <name>, with the activity periodicity, the comment Criado pelo PMOC (<legal reference>). (always in Portuguese) and Recursive on, on the PMOC site. From these templates, the PMOC builds the PMOC · <PMOC name> schedule in Automatic Scheduling (manual Automatic Scheduling).

These selectors, like the Automatic Scheduling one, show the templates of the header site and the recursive ones of the sites above, of all types — choose a Task one. In the Commissioning routines grid, a cell already saved with a template outside that scope keeps showing the template.

Electrical test templates that come with H2O

Three electrical test reports come ready-made with H2O. Each one is a ticket modality, a task template with the sheets (chapter 4) and a report template (Configuration › Report Templates) with the report texts. The three templates are on the root site, recursive: they appear on every site. Their names and the modality names are in Portuguese on screen.

Report	Ticket modality	Task template	Sheets in the task
Pit Stop (low-voltage breakers)	Ensaio de Disjuntores BT	Ensaio de Disjuntores BT — Pit Stop	one LV Breaker Test Sheet per breaker
RMUs and MV panels	Manutenção Preventiva MT (RMU/MV)	Manutenção Preventiva MT — RMU e MV	one RMU / MV Panel Sheet per RMU + transformer or per MV panel
Electrical shutdown	Parada Elétrica	Parada Elétrica — Transformadores e Painéis	one Transformer Sheet per transformer and one MV/LV Panel Sheet per panel, plus the item with the photos of the procedures (one photo per step, with a caption)

1. Open the ticket on the customer’s site with the report modality (for example, Ensaio de Disjuntores BT). One ticket per day and per system: each ticket generates its own report.
2. On the Tasks tab, create the task with the report template and assign the technician.
3. The technician fills in one sheet per piece of equipment, on the web or in the app, and completes the task (chapter 7).
4. On the ticket’s Report tab, review the conclusion and download the report as PDF.

Tip

The limits of each sheet are on the template item (chapter 4). For a different limit for one customer, clone the template and change it on the clone.

Audit, equipment and Occupational Safety

• Audit: the audit is created from a project and an Audit Template and is answered in the audit itself (Finish button, with signature). Use the Compliant / Partial / NC / NA type with Classification: — the audit’s Statistics tab groups by it.
• Equipment: the entry (Mobilization), each-use (Daily) and exit (Demobilization) checklists of machines rented for the project.
• APR, PT and Safety inspection: the field documents of Occupational Safety. In the APR, use a Table / Grid item for the risk grid. The Inspection offers Report deviation on non-compliant items.

System rule

Only the ticket task checklist generates NCRs (Generates Non-Conformity, chapter 8). Audit, equipment, APR, PT and inspection have their own ways of handling what went wrong.