Add Questions to Templates

Build your template by adding questions with different response types, organizing them in sections, and marking required fields.

Before You Start

• You need Manager or Supervisor permissions
• You must be creating or editing a template

Steps

Step 1: Open the template editor

Either:

• Create a new template via New Template
• Or click on an existing template and select Edit

Step 2: Add a question

1. In the right-side menu, click to add a question
2. The question appears in the template structure
3. Enter your question text

[Screenshot: Right menu showing question add options]

Step 3: Select the response type

Click on the question to configure it:

For Inspection Templates:

Type	Description	When to Use
Text field	Open text input	Descriptions, observations, notes
Numeric field	Numbers only	Measurements, counts, temperatures
Single selection	Choose one option	Categories, states (Good/Bad)
Multiple selection	Choose multiple options	Multi-condition checklists
Yes / No / N/A	Three-option choice	Quick verifications
Date and time	Date/time picker	Timestamps, schedules
Multimedia	Photo/video upload	Evidence, documentation
Location	Select from locations	Site-specific checks
Asset	Select from assets	Equipment inspections
Instruction	Display text only	Guidance, no response needed

For Procedure Templates:

• Only Yes / No / N/A is available

[GIF: Selecting different response types for a question]

Step 4: Configure options (for selection types)

For Single Selection or Multiple Selection:

1. Click on the question
2. Add the options operators can choose from
3. Reorder options if needed

Example: "Equipment condition" with options: Excellent, Good, Fair, Poor

[Screenshot: Selection options configuration]

Step 5: Mark as required (optional)

1. Select the question
2. Enable the Required toggle
3. Operators must answer this question to complete the inspection

[Screenshot: Required field toggle enabled]

Step 6: Organize with sections

Group related questions:

1. Add a Section from the right menu
2. Name the section
3. Drag existing questions into the section, or add new questions within it

Sections help operators understand the logical grouping of questions.

Step 7: Reorder questions

1. Drag and drop questions to reorder them
2. Move questions between sections as needed
3. The order in the template is the order operators will see

Step 8: Delete questions

1. Select the question
2. Click the delete option
3. Confirm deletion

Note: Deleted questions cannot be recovered after saving.

Tips

• Use clear, specific question text — avoid ambiguity
• Match response type to the expected answer (don't use text for yes/no questions)
• Mark critical safety checks as required
• Use instructions to provide context before complex sections
• Keep questions concise — detailed guidance can go in the description
• Test the flow by reviewing the template as an operator would see it