This article explains how to customize templates after they have been created. To learn how to create new templates visit the following guide: Template editor
Getting started
Once a template is created the template editor screen is shown. This article focuses on how to customize your newly created template using the template editor.
Create and modify categories:
Customize templates by adding, deleting, renaming, and rearranging lines:
Edit settings specific to the template:
Learn how to customize ratings:
Template categories
Adding new categories
- Click the blue + Add category button to add a new category
- A new Add category window will show up asking you to select from a sample category. Sample categories contain predefined options such as lines, additional inputs, and comments. In order to create a brand new category, the Blank category option should be selected. Once a category option is selected, the green Add button needs to be clicked to continue.
- The template editor window will reappear. It now includes the newly created category which was just added.
- The category can be renamed anything, however, slashes ( / ) should be avoided
Deleting and renaming categories
To delete or rename a category, click the ellipsis (•••) button and select the Delete or Rename option respectively within the menu that appears. Note: Deleting a category also deletes every line and sub-section within it.
Rearranging categories
The order in which categories are presented can be changed with ease. To rearrange categories in a new order, drag and drop the item you want to move to its new location.
Template lines
Lines can be heavily customized to be comprehensive, or, they can be made concise; it's all your choice! They can have descriptions, media, locations, informational text, and comments. You can customize the choices available for these, as well as, pre-select items so that when you start an inspection some items are already filled out. However, when creating a new line, it only requires a name to be considered valid.
Adding new lines
- Lines are added within categories, new lines can be added using the blue + Add line button
Deleting and renaming lines
The process of deleting or renaming lines is simple.
To delete or rename a line, click the ellipsis (•••) button for the line you wish to change and select the Delete or Rename option respectively within the menu that appears.
Rearranging lines
Lines can be easily rearranged. To rearrange them in a new order, drag and drop the item you want to move to its new location. Lines can't be moved from one category to another, they can only be moved within its parent category.
Edit template settings
The options chosen for the template when it was created can be modified using the Edit template settings button. The button has the shape of a mechanical gear and is found next to the name of the template.
Settings such as the Type of Inspection the template is for, or, its Description can be modified from this screen. The template can also be deleted from this screen.
Ratings
Templates include a set of default ratings, these ratings can be customized in several ways. New ratings can be added, existing ratings can be deleted or edited as well.
Adding new ratings
New ratings can be added to a template using the blue Add rating button.
Choose a name for the rating and provide a definition for it. Then select a color to go along with the rating. The Include in summary option lets you flag the rating so it always shows up in the inspection summary. Once your rating is complete, press the green Apply button in the bottom right corner of the window.
Editing existing ratings
To edit an existing rating, click the Edit button for the rating you wish to modify.
Make the changes you wish to make to the rating and then use the green Apply button to save them.
Deleting ratings
To delete a rating, click the Delete button for the rating you want to delete.
Confirm your choice in the window that pops up and you're done.
Anatomy of a rating
- Name is what will appear in the report to demonstrate the rating
- Definition is a detailed explanation of what the rating means
- Include in summary is the option to use to make sure the rating being edited always shows up in the report summary. A great example of this is any rating that may be critical or requires high visibility. Ratings with this option turned on will show a flag symbol.
- Preview provides a quick glance at how the rating will appear in the report
- Select Color lets you choose from a variety of colors to go along with the rating