Guide navigation
Create a checklist template
Prepare a reusable template for your team’s inspections.
On this page
Before you start
- Define the inspection purpose and have access to report settings.
Check existing templates
Open Reports under Organization. Look for an equivalent template before creating another. A template contains the questions; responses are completed for each job.
Name the template
Choose Create and enter the required name and a description. Use a name that identifies the service, for example Annual extinguisher inspection.
Save and open the editor
Save the template to open the editor. Add questions, review the preview and configure associations before using it in a work order.
Check the result
The template exists and is ready for questions and associations.
If something gets in the way
Is the template still empty?
Saving the name and description creates the structure. Continue in the editor to add fields and test the inspection.