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Templating & installation / Practical guide

Hiring a templator: assess the handoff as well as the measurement

Use a supervised exercise to understand communication, documentation and learning needs.

Editorial Desk
The starting point

Use a supervised exercise to understand communication, documentation and learning needs.

A templator’s work connects the customer’s site with the office and production team. Hiring should therefore examine how a candidate records and communicates information, alongside the technical skills appropriate to the equipment and role.

Use an approved practice exercise

Have a qualified trainer establish a supervised task suited to the candidate’s experience. Provide the same job context the shop would normally expect and explain the boundaries of the exercise. Assess equipment operation through the relevant training and manufacturer guidance, rather than inventing a generic technical test.

Ask the candidate to assemble a handoff record: job identity, drawing status, supporting notes and unresolved questions. Review whether another person can understand the work without a long explanation. Discuss how the candidate would handle a missing fixture specification or a customer request that changes the agreed scope.

Turn observations into a training plan

Distinguish skills already demonstrated from areas needing instruction or supervised practice. A candidate familiar with one system may need training on another. Record the role’s actual responsibilities and who will confirm readiness before independent assignments.

LPI’s LT-2D3D is one example of the equipment used in this work. The hiring principle extends beyond the device: a dependable templator recognizes uncertainty, documents it clearly and transfers useful information to the next person. Those habits deserve attention during training and assessment, not only after a difficult job.

Source & further reading

Manufacturer documentation

More templating and installation notes

Product records for this article

  • LT-2D3D — sources, check date and demonstration questions
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About this article

Original editorial planning guidance. The linked manufacturer resource supplies relevant product or training context; it is not an endorsement of this article or a substitute for machine-specific instructions.

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