Creating an Inspection Template

This guide explains how to build a new inspection template, from a blank template to publishing.

Tip: you may also use the left and right arrow keys.

From the main menu, kindly select “Templates”.
Click “Create”.
Select the Brand.
Enter a name for the template.
Share access with the relevant users.
Click “Next”.
Click “Start with a blank template”.
Click this button to edit the section name.
Select the section name, or add a new section.
Click “Update”.
Edit the sub-section name.
Choose the sub-section name, or add a new sub-section.
Click “Update”.
Write the question text.
Click the edit button to change the options.
Click “Add” to add a new option set.
Click “Select” to choose the option set.
Click “Add Logic” to add logic to the question.
Add the logic here.
Click “Submit”.
Click the “+” button to add a new question, section, sub-section or area of audit.
Click “Publish” to publish the template.