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Creating a Form Template

Efficiently streamline your inspection processes across projects with customizable inspection templates in INGENIOUS.BUILD.

Written by JD Williams

Overview

This feature enables users with the appropriate permissions to create and manage inspection templates, helping save time and ensure consistency.

Depending on your account type and permissions, you can create and manage:

  • Company Templates, which are available to your workspace.

  • My Templates, which are available only to you.

The templates you can create and manage depend on how your account type is configured by your organization.

Process

Inspection Template Creation

  1. Navigate to the Lists & Templates module.

  2. Scroll down to Forms and click on View Forms Templates.

  3. Click + Create New Template.

  4. Fill out the information needed (Template Name, Form Type, and Template Description).

  5. Select where you want to save the template (My Templates or Company Templates), then configure any available options, such as Automatically Generate Punch Items on Flagging, Enable Notes on Questions, and Enable Attachments on Questions.

  6. Add Questions and Answers to suit your Inspection process by clicking + Add New Category. Enter a category name and press 'Enter'.

    • By default, all questions are marked as required but you can easily adjust this by toggling it off.

    • You can also flag answers to indicate any further action item needed if the Inspector were to select this answer.

    • You can duplicate the question and answer(s) by clicking the duplicateicon on the item, which is visible after hover.

    • You can delete the question by clicking the trashicon on the item, which is visible after hover.

  7. Create the template, and you are ready to apply it to your projects!

Next Step:

Creating an Inspection Request

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