How to create an inspection template

  1. Navigate to the top right corner of your screen and select 'Create Inspection'

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2.  Create an Inspection by entering in the following information

a. the desired site for the inspection

b. the schedule the inspection should be completed within

  • i. every time on-site
  • ii. weekly (every 7 days)
  • iii. monthly (every 30 days)
  • iv. completed one time on a specific date
  • c. upload any supporting documents that may be useful for the user completing the inspection
  • d. you can save the inspection as a template if you wish

3. By default the 'save as template' at the bottom of your screen is enabled

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4. Select 'Next' at the bottom of your screen to continue building your inspection

5. Drag and drop the elements you choose to build your inspection

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6. Select 'finish' when you've completing building your inspection

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7. You'll be able to view and use your template by simply logging in and selecting 'Inspections" from the left-hand navigation menu. Then select 'Templates' from the top right corner of your screen.

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8. From the top of your screen select 'Your Company Templates'

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9. This will bring up all previously saved templates. You can either 'use' them for your inspection or 'delete' them if they are no longer needed.

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