Global Ratings provides inspection companies with a centralized place to create and manage ratings that can be reused across templates. This helps maintain consistent rating names, colors, definitions, and summary settings throughout the company’s reports.
Key Benefits include:
Centralized Rating Management: Create and manage ratings from one location.
Consistent Reporting: Use the same rating names, colors, and definitions across multiple templates.
Reuse Existing Ratings: Add Global Ratings to templates without recreating them.
Import Template Ratings: Bring existing ratings from templates into the Global Ratings list.
Where to Find Ratings
Navigate to Templates - then Open Content Library - finally choose the Ratings tab
How to Enable Global Ratings
Click Enable Global Ratings
Enabling Global Ratings will automatically import the existing ratings from all templates into the Global Ratings list.
How to Create a New Global Rating
There are two places you can create a new rating:
Following these steps will allow you to create the global rating from the Global Ratings tab
Go to Content Library -> Global Ratings.
Click Add New.
In the modal that opens, enter the Rating Name and Definition.
Toggle Include in Summary if the rating should appear in report summaries.
Choose a color for the rating using the color picker or hex/RGB fields.
Click Save to add the rating to the Global Ratings list.
Following these steps will allow you to create the global rating from the Template Editor
Open the required template in the Template Editor.
Go to the template's Ratings list and click Add Rating.
In the Global Ratings List window, click Add New.
A side sheet will open. Enter the Rating Name, Definition, Include in Summary toggle, and Color.
Click Save. The new rating is added to the Global Ratings list and becomes available to select for the template.
How to Add a Global Rating to a Template
Open the required template in the Template Editor.
Go to the template’s Ratings list.
Click Add Rating.
The Global Ratings List window will open.
Select the ratings you want to add to the template. (The ratings that are grayed out have already been selected for this template)
Click Add Ratings to add the selected ratings to the template.
You can also create a new rating directly from this window or click View Global Ratings to open the complete Ratings list in the Comment Library.
How to Edit a Global Rating from a Template
Click on the Edit icon available beside the rating you want to edit.
Make the required changes.
Select one of the following options:
Save as New: Saves the updated rating as a new Global Rating. Only the new rating will remain in the current template, while the original rating will remain unchanged in other templates.
Update Global Rating: Updates the existing Global Rating everywhere it is currently used across all templates.
How to Set a Rating as the Default Rating
Edit Rating that needs to be set as the default rating.
Enable Set this Rating as Default Rating.
Save the changes.
Once enabled, the selected rating will be assigned to all lines and comments available in the template by default.
How to Delete a Global Rating from a Template
Open the required template in the Template Editor.
Go to the template's Ratings list.
Locate the rating you want to remove and click the trash icon next to it.
Confirm the deletion when prompted. The rating is removed from the template but remains available in the Global Ratings list.
How to Delete a Rating from the Global Ratings List
Go to Content Library -> Global Ratings.
Locate the rating you want to delete and click the trash icon next to it.
Confirm the deletion when prompted. The rating is permanently removed from the Global Ratings list and will no longer be available to add to any template.
If you have any doubts or questions about this process please let us know!
You can reach us by chat, email at support@palmtech.com, or phone at (888) 736-2462.