This document explains how to create and use templates in Trimble Access. Templates speed up the job creation process in Trimble Access. After reading, the user will be able to create a template in Trimble Access and when creating a new job use the template and convert a “Job File” to a template.
Equipment Used: Trimble Access 2015.22
Procedure
Step 1
Open Trimble Access on your data collector
Step 2
Select Settings and then Templates
Step 3
On the bottom of the screen, select New
Step 4
The template dialog box is very similar to creating a new job.
Step 5
Name the template and “Copy from” an existing template if you have one that is similar to the one you wish to create. For example, if an existing template is set to the correct coordinate system and just the geoid model needs to be changed. In this example, we will be changing the coordinate system. You can make any changes in the template that you would when starting a new job.
Step 6
Tap on “Scale:1.00000000” and then select “Select from Library”
Step 7
Select the correct coordinate system, zone and geoid model from the list and then tap “Store” this will take you back to the create template dialog.
Step 8
You will notice that the template name matches the coordinate system. You could also change Units, Linked files, Active Map, Feature library, and where Media files are stored. This would be beneficial for large project sites where there was base drawing information and control files that you always want to have associated when creating a new project.
Step 9
Accept the changes, then exit to the main Trimble Access screen. In General Survey, go to Jobs and create a new job.
Step 10
After naming the new job, select Templates. You will notice that there are options for Default, Last used job, and the template that was just created. The Last used job will use the template of the project that is currently opened.
Step 11
After selecting the newly created template, you will notice the Coordinate System has been updated. If there were any changes in Units, Linked Files, Active Map, or Features, they would also be reflected in this screen.
Step 12
Templates are saved in the “Trimble Data/System Files” folder. Templates can be copied from one collector to another if the versions of Trimble Access are the same. My Trimble Access can be used to convert a template to the latest version.
Step 13
If you have a job file with a calibration, linked files, feature code list, etc., it can be converted to a template. Copy the Job File (.job) and paste it into the System Files folder. Change the extension from “.job” to “.jot”. This template will now available when you create a new job.
View the original Survey Technical Support Notes: Trimble Access – Creating Templates.pdf
