- Make sure you're logged into the web platform. Select 'Templates' from the top- right corner of your screen.
2. Next select 'your company templates' from the top-right corner of your screen.
3. Here you can search your existing company template by using the search box at the top of your screen or you locate it by scrolling through the list of templates available. When you locate the template you wish to edit. Select 'Use' to the right of the template name.
4. Once you select 'use' you will be prompted to create your inspection. Ensure all mandatory fields are completed and all supporting documents are uploaded before selecting 'Next' at the bottom of your screen.
5. Once you've selected 'Next' you will be taken to your template page, where you can modify it by adding new elements. through dragging and dropping, or deleting existing ones by clicking on the 'x' highlighted in red to the right of the element box.
6. When you've completed modifying your template, select 'Save' from the bottom of your screen.
7. On the following page, you will have the opportunity to view how your inspection will appear on a mobile device, in addition to being able to view all the inspection details, including the QR code.
8. Select 'Finish' to save your edited template to your company template.