Getting started
The main section of an inspection template is called a Category. This article will guide you through the different category editing processes. These include: creating new categories, deleting and renaming them, reordering them, and duplicating them.
Note: These steps assume that you've already created a new template and have accessed the template editor screen. For a step by step guide on creating a new template from scratch go here: The Template editor
Creating new categories
- Click the blue + Add category button at the bottom of the template to add a new category
- A new Add category window will show up asking you to select from a sample category. The sample categories that appear in this new window 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. It can be identified with it's default name of Untitled
- 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 Rename or Delete 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.
Duplicate categories
Palmtech Complete allows for entire categories to be easily duplicated in less than three clicks.
Navigate to the category you need to duplicate, click/tap the ellipsis (•••) button and select the Duplicate option. An exact copy of the category will be created and can be modified as needed.