Overview
This feature enables both admins and non-admin users to create and manage inspection templates that save time and enhance consistency.
As an Admin, you can use Company Templates, or create My Templates for your own use.
As a non-Admin, you can create Company Templates for your workspace to use.
Process
Inspection Template Creation
Navigate to the Lists & Templates module.
Navigate to Forms & Inspections and click on View Forms & Inspections Templates.
Click "Create New Template".
Fill out the information needed (Template Name, Inspection Type, and Template Description).
Select where you would like to save the template and if you want to automatically generate punch items on flagging.
Add categories and questions to suit your Inspection process.
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 duplicate
icon on the item, which is visible after hover.You can delete the question by clicking the trash
icon on the item, which is visible after hover.
Create the template, and you are ready to apply it to your projects!