Edit a Project Level Inspection Template

Things to Consider

  • Required User Permissions

  • Additional Information:

    • When editing a Company level inspection template in the Project level Inspections tool, only certain fields are editable.

    • Information on a Company level inspection template that is updated in the Project level is not synced with the source Company level inspection template.

    • Custom response sets can only be added to templates at the Company level. See Add Custom Response Sets to a Company Level Inspections Template.

Prerequisites

Steps

  1. Navigate to the Project level Inspections tool.

  2. Click the Configure Settingsicon-settings-gear-android.pngicon.

  3. Click Templates.

    Important

    If a warning banner or icon appears on your Inspection Templates list, certain response requirements (like "Require Observation") may need adjustment. See this FAQ for help.

  4. Click Edit next to the inspection template that you want to edit.
    Note: Anicon-company-level.pngicon indicates a Company level Inspection template has been added to the project.

  5. Under 'General Information', edit the applicable fields.
    Note: If the template you are editing is a Company level Inspection template, certain fields cannot be edited in the Project level Inspections tool. These fields are indicated by an icon-company-level.png icon.

  6. To edit existing sections and items on the template, click on the field you want to edit.
    Note: Existing sections and items cannot be edited on Company level inspection templates in the Project level Inspections tool.

  7. To delete a template section or item, click the trash binicon-delete-trash6.pngicon to the right of the item heading.

  8. To bulk edit your inspection items, mark the checkbox next to the # symbol to select all the sections of your inspection.
    bulk-edit-inspections.png

Bulk Edit Response Type

  1. Click Edit Response Type

  2. Select the response type from the response type menu.

  3. Click Apply.

Bulk Edit Inspection Requirements

  1. Click Edit Require Observations On or Edit Require Photos On.
    Note: If the requirement is not provided by the user, the inspection response will not be saved.

    1. Status: You can select either a 'Conforming' or 'Deficient' status, or you can select both.

    2. Responses: You can select either 'Pass', 'Fail', or 'N/A' responses, or you can select a combination of the three. You can also select 'Not Required'.

Add Sections and Items

  1. Click + Add section to add more sections.

  2. Click + Add item to add more items.

  3. Click + Quick Add to quickly add multiple section items at one time.
    Note: You can reorder individual items within a section of your template by dragging your item with the reordericon-reorder-grip.pngicon. To reorder an entire section, click the toggle on icon-toggle-on-android.pngicon next to Reorder Sections and drag the sections of your choice. Turn off Reorder Sections to continue creating your template.

  4. Click + Add References to attach files from your computer for additional inspection item details.

  5. Click Update to save your changes.

See Also

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