Inspection Templates - View/Edit Template

Updated 1 month ago by Customer Service

Overview

The Administrator can setup different types of Inspection Templates.

Inspection templates can be viewed and edited. If an Inspection Template is edited, any Inspections previously created with that Template will not be changed. They will remain in the system with the previous template information.

To View/Edit an Inspection Template

Login as an Administrator and navigate to Settings in the Global Navigation Menu and select Inspections from the Settings sub-menu.

Inspection Templates are displayed in an Inspection Type section. Any Inspection templates already created will be listed.

Locate the Inspection Template in the list
1. Click on the Name column to change the sort order on the name for easier navigation (if required). Click on it again to reverse the sort order
AND/OR
1. Click on the Type column to change the sort order on the type for easier navigation (if required). Click on it again to reverse the sort order
Start the Edit,
1. Hover on the row of the Inspection Template to edit
2. Click the the Edit button on that row
OR
1. Double click on a row to edit it.
Make the changes to the template as required. See More Information below.
Click the Save button when all the changes have been made.