How to Add, Edit, or Delete Components in your Template

Add Component to Template

To add a brand new component:

1. On the left side of HomeGauge, click the Components bar. The template's components will be listed in the middle of the screen.
   
2. Click Add T, located in the menu of large icons near the top of the screen
   
3. Give the Category a name. Other parts of this window are covered below.
   
4. Click OK. Your new component appears at the bottom of the components list
5. Click Save T or File > Save Template to save your change
   

To make a copy of an existing component:

1. On the left side of HomeGauge, click the Components bar. The template's components will be listed in the middle of the screen.
2. Click the name of the component you would like to copy. It will have a dashed border when selected
   
3. Click Copy T, located in the menu of large icons near the top of the screen
4. Click Paste T, located in the menu of large icons near the top of the screen
5. Your new component will appear at the bottom of the components list
6. Click Save T or File > Save Template to save your change

Edit Component in Template

To begin editing a component:

1. On the left side of HomeGauge, click the Components bar. The template's components will be listed in the middle of the screen.
2. Click the name of the component you would like to edit. It will have a dashed border when selected.
   
3. Click Edit T, located in the menu of large icons near the top of the screen
4. Make your desired changes, then click OK.
5. Click Save T or File > Save Template to save your change

To exclude the component by default:

1. Follow steps 1-3 above to begin editing a component
2. Check the Exclude this section by default checkbox. Click OK.
   
3. Click Save T or File > Save Template to save your change
4. Your component will now be excluded by default when starting a new report with this template.

To change the section image:

1. Follow steps 1-3 on how to begin editing a component
2. Click the gray box on the left side of the window.
   
3. Locate and open the image you would like to use. This image should be a JPG or GIF file no larger than 24x24 pixels.
4. Click OK
5. Click Save T or File > Save Template to save your change

To change the default number of duplicates:

1. Follow steps 1-3 on how to begin editing a component
2. Click the input box after Default Number of Repeats to start with.
   
3. The number you put in that box will pull that number of Repeat Names listed below onto the report to start with. The default of 1 will not pull any Repeats. The example above shows two: Smaller Heat Pump & Larger Heat Pump.
4. To create new Repeats click the Orange Plus button on the right hand side of the Section Edit window.
5. To edit Repeats click the Edit Wrench on the right hand side of the Section Edit window.
6. To move the order of Repeats up or down to be selected use the Up and Down Arrows on the right hand side of the Section Edit window.
7. Click OK
8. Click Save T or File > Save Template to save your change. Note: Since this is a template change, the duplicated components will not be visible on the current report. You will need to start a new report using this template.

Delete Component from Template

1. On the left side of HomeGauge, click the Components bar. The template's components will be listed in the middle of the screen.
2. Click the name of the component you would like to delete. It will have a dashed border when selected.
3. Click Delete T, located in the menu of large icons near the top of the screen
4. Click OK. The component and its inspection items are removed
5. Click Save T or File > Save Template to save your change