Getting started
Categories and lines can be set as optional for a template. This is done in the Template editor. When a category or line is marked as optional, it will not appear in the default list when you start an inspection with the template, but it will be readily available to be added in. This is most commonly used for categories or lines that you need on occasion, but do not want to be a part of every inspection.
Marking a category as optional
To set a category as optional click the ellipsis (•••) button for the category you wish to modify, then select the Edit option.
Within the Edit menu, select the Optional setting to mark the category as Optional.
Once the category has been marked as Optional, the category will show an eye with a strike through it as a symbol to show that the category is optional.
Marking a line as optional
Like categories, lines can also be set as optional; an optional category may contain optional lines if required.
To set a line as optional click the ellipsis (•••) button for the line you wish to modify, then select the Edit option.
Within the Edit menu, select the Optional setting to mark the line as optional.
Once the line has been marked as Optional, the line will show an eye with a strike through it as a symbol to show that the line is optional.