Create an Inspection Template

Build a reusable inspection template with questions, sections, and conditional logic that operators will use to execute standardized checks.

Before You Start

• You need Manager or Supervisor permissions
• Plan your inspection structure: what questions, what order, what triggers

Steps

Step 1: Access the Templates module

1. Click Templates in the left navigation bar
2. Click New Template
3. Select Inspection from the template type options

[Screenshot: New Template modal with Inspection option highlighted]

Step 2: Enter basic information

1. Enter a Title that clearly describes the inspection (e.g., "Daily Pre-Shift Safety Check")
2. Add a Description explaining the purpose and scope
3. Add Tags to categorize the template (e.g., Safety, Maintenance, Quality)

[Screenshot: Template header with title, description, and tags fields]

Step 3: Add questions

Use the right-side menu to add questions. For each question:

1. Click to add a new question
2. Enter the question text
3. Select the response type
4. Mark as Required if the question must be answered

[GIF: Adding a question and selecting response type]

Available response types for inspection templates:

• Text field
• Numeric field
• Single selection
• Multiple selection
• Yes / No / N/A
• Date and time
• Multimedia (photos/videos)
• Location
• Asset
• Instruction (informative text)

Step 4: Organize with sections

Group related questions under sections:

1. Add a Section from the right menu
2. Name the section (e.g., "Equipment Condition", "Safety Checks")
3. Drag questions into the section or add new questions within it

[Screenshot: Template with multiple sections containing questions]

Step 5: Add pages (optional)

For longer inspections, split content across multiple pages:

1. Add a Page from the right menu
2. Name the page
3. Add sections and questions to each page

This helps operators navigate complex inspections without overwhelming them.

Step 6: Configure conditions and triggers (optional)

Make questions trigger actions based on responses:

1. Select a question
2. Add a condition (e.g., "If answer is No")
3. Select a trigger:
   • Require an action
   • Create a ticket
   • Notify someone
   • Require evidence
   • Add a nested field

[Screenshot: Condition configuration panel for a question]

Step 7: Save the template

1. Review your complete template structure
2. Click Save
3. The template appears in the main Templates list

The template is now available for scheduling and execution.

Tips

• Start with the most critical checks first
• Use clear, unambiguous question text
• Group related questions in sections for logical flow
• Add instructions before complex sections to guide operators
• Configure triggers for non-compliant answers to ensure issues are captured
• Test the template by executing it yourself before rolling out

Example Structure

Daily Equipment Inspection

Section	Questions
General Condition	Visual inspection complete? (Y/N/NA), Cleanliness acceptable? (Y/N/NA)
Safety Systems	Emergency stop accessible? (Y/N/NA), Guards in place? (Y/N/NA)
Measurements	Operating temperature (Numeric), Pressure reading (Numeric)
Documentation	Photo of equipment (Multimedia), Additional notes (Text)