Assign or Remove a Company Level Inspection Template from a Project

Objective

To assign or remove a Company level inspection template from one or more projects. 

Things to Consider

Steps

Assign a Company Level Template to one or more Projects

  1. Navigate to the Company level Inspections tool.
  2. Locate the template within the list view and navigate to the Assigned Projects column.
    assign-company-inspections-template-to-project.png
  3. Click Projects.
  4. Click Select All to assign the template to all your projects or you can individually mark the checkboxes of the projects you want to apply the template to.
 Note
  • If you select five or less projects, the templates will sync automatically. However, if you select more than five projects, then you will receive an email when the templates have finished being applied to all of your projects.
  • The ability to import templates directly from within your project is still available.  
  1. Click Update.

select-assign-company-inspections-template-to-project.png

REmove a Company Level Template From one or more Projects

  1. Navigate to the Company level Inspections tool.
  2. Locate the template within the list view and navigate to the Assigned Projects column.
    assign-company-inspections-template-to-project.png
  3. Click Projects.
  4. Unmark the checkboxes next to the projects you would like to remove the template from.
  5. Click Update. 

See Also