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.

Navigate to the Project level Inspections tool.
Click the Configure Settingsicon.
Click Templates.
Click Edit next to the inspection template that you want to edit.
Note: Anicon indicates a Company level Inspection template has been added to the project.
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.
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.
To delete a template section or item, click the trash binicon to the right of the item heading.
To bulk edit your inspection items, mark the checkbox next to the # symbol to select all the sections of your inspection.

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'.

Click + Add section to add more sections.
Click + Add item to add more items.
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. To reorder an entire section, click the toggle on icon next to Reorder Sections and drag the sections of your choice. Turn off Reorder Sections to continue creating your template.
Click + Add References to attach files from your computer for additional inspection item details.
Click Update to save your changes.