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Edit a Template

Modify an existing template to update questions, adjust conditions, or improve the structure based on feedback.

Before You Start​

  • You need Manager or Supervisor permissions
  • Changes affect future inspections — completed inspections retain their original template version

Steps​

Step 1: Find the template​

  1. Click Templates in the left navigation bar
  2. Browse or search for the template you want to edit
  3. Click on the template card to open the detail view

[Screenshot: Templates list with template cards]

Step 2: Open edit mode​

  1. In the detail view, click Edit
  2. The template becomes editable

[Screenshot: Template detail view with Edit button highlighted]

Step 3: Make your changes​

You can modify any element:

Structure:

  • Add or remove questions
  • Add or remove sections
  • Add or remove pages
  • Reorder any element by dragging

Content:

  • Change question text
  • Update descriptions
  • Modify response options
  • Adjust tags

Configuration:

  • Add, modify, or remove conditions
  • Update triggers
  • Change required field settings

[Screenshot: Template in edit mode showing editable fields]

Step 4: Save the template​

  1. Review all changes
  2. Click Save
  3. The updated template is immediately available

Viewing Template History​

Changes to templates are tracked:

  1. Open the template detail view
  2. View the Activity section
  3. See who made changes and when

This provides accountability and helps trace when modifications were made.

Deleting a Template​

If a template is no longer needed:

  1. Open the template detail view
  2. Click Delete
  3. Confirm deletion

Note: Deleted templates can be recovered if needed.

Using Comments​

Communicate with your team about template changes:

  1. Open the template detail view
  2. Go to the Comments section
  3. Leave notes about changes, ask questions, or document decisions

Enable Follow Conversation to receive notifications when others comment.

[Screenshot: Comments section with Follow Conversation toggle]

Tips​

  • Document significant changes in the comments for future reference
  • Test edited templates with a sample inspection before widespread use
  • Review operator feedback to identify needed improvements
  • Keep question text consistent — small wording changes can affect how operators interpret questions
  • Consider creating a new version rather than editing if changes are substantial

What Happens to Existing Inspections?​

  • Completed inspections: Retain the template version they were executed with
  • Scheduled inspections: Will use the updated template
  • In-progress inspections: May need to be completed with the original version