Batch Templates Overview

During the drafting process, procedures are authored within the Tempo web application as procedure templates. Once a procedure template has been authored and approved, it can be added to a batch template with other effective procedures. Procedures may be arranged within specific unit operations within the batch template. Once a batch template has been authored and approved, it can be assigned for execution as a batch run.

Accessing batch templates

From the left navigation panel, click cloud Tempo > Batches > Templates. A list of the batch templates that the user can view or edit displays.

From this page, users can access the following functions:

• Create a new batch template
• Edit or review an existing batch template
• Customize filter views to fit display preferences
  • Click Columns to select which columns to display in the list.
    • Columns reflect specific information stored on a batch template within the system, including information such as Batch Template ID, Materials, and Created Date.
  • Click filter_list Filter next to a column of your choice, then select a filter criteria and enter a term in the search bar to filter results.
  • Click Reset Filters to reset the filter view.
• Import batch templates

Creating a new batch template

Users can create a new batch template from the Batch Templates page (cloud Tempo > Batches > Templates).

Before creating a new batch template, ensure all related procedures are in an effective status, collect any reference materials you may need (e.g., PDFs or other documents, etc.), then complete the applicable steps linked in the articles below:

1. Creating & configuring a batch template (required)
   This article describes how to begin building a batch template within Tempo, set the template's name, and configure execution-related template settings.
2. Creating & managing batch parameter groups (if applicable)
   This article describes how to create and manage batch parameter groups for a specific version of a specific batch template.

Editing or copying an existing batch template

Users can create a new batch template from the Batch Templates page (cloud Tempo > Batches > Templates). The specific next steps depend upon the user's goal and the status of the batch template:

• To edit a batch template that is in the Draft status:
  1. Click the Batch Template ID (name) of the batch template to edit.
  2. Make any relevant edits or additions.
• To edit an existing procedure template that is in the Review or Pending Approval status:
  1. Click the name of the batch template to edit.
  2. Click the batch template stage near the top right of the page, then click Send back to Draft. (This action requires a user to sign off with a password or PIN).
  3. Make any relevant edits or additions.
• To edit an existing batch template that is in the Effective status:
  1. Click the name of the batch template to edit.
  2. Click the version number listed near the top right of the page, then click New Draft and confirm new draft creation.
  3. Make any relevant edits or additions.
• To make a copy of an existing batch template without editing the original batch template:
  1. Click the name of the batch template to copy.
  2. Click the more_horiz More Options icon near the top right of the page, then click Duplicate Template. Provide a new template name and complete relevant information for the duplicate batch template.
  3. Make any relevant edits or additions.

Next steps

• Review the Batch Template Lifecycle & Stages Overview article to learn more about submitting a batch template draft for review and approval, as well as general information about batch template stages and versions.
• Review the links in the Creating a new batch template section of this article to determine next steps in creating a batch template.
• For high-level information about Tempo MES, begin with the following article:
  • Manufacturing Execution System (MES) Overview