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Edit a Company Level Inspection Template

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Objective

To edit a Company level inspection template.

Things to Consider

  • Required User Permissions
  • Additional Information:
    • Users with the appropriate permissions on the Project level Inspections tool can add sections and items and can edit certain fields in Company level inspection templates that have been added to the project. See Edit a Project Level Inspection Template.
    • Editing an inspection template at the Company level will only change future inspections created from the template and will not change any existing inspections created from the template.
    • Editing an inspection template at the Company level will automatically update any Project level versions of the template.

Steps

  1. Navigate to the Company level Inspections tool.
  2. Locate the template and click Edit.
  3. Under General Information, click on any editable field to make your changes.
  4. Under Inspection Items, click on any editable field to make your changes.
  5. To delete a template section or item, click the trash bin icon-delete-trash6.png icon at the end of the section or item.
  6. To bulk edit your inspection items, mark the checkbox next to the # symbol to select all the sections of your inspection.
  7. Choose from additional editing options:

Bulk Edit Response Type

  1. Click Edit Response Type
  2. Select the response type from the response type menu.
  3. Click Apply.

Bulk Edit Inspection Requirements 

  1. Click Edit Require Observations On or Edit Require Photos On.
    Note: If the requirement is not provided by the user, the inspection response will not be saved.  
    1. Status: You can select either a 'Conforming' or 'Deficient' status, or you can select both.
    2. Responses: You can select either 'Pass', 'Fail', or 'N/A' responses, or you can select a combination of the three. You can also select 'Not Required'. 
    3. Click 'X'  to remove any of your response types. 

Add Sections and Items

  1. Click + Add section to add more sections.
  2. Click + Add item to add more items.
  3. Click + Quick Add to quickly add multiple section items at one time.
    Note: You can reorder individual items within a section of your template by dragging your item with the reorder icon-reorder-grip.png icon. To reorder an entire section, click the toggle on icon-toggle-on-android.png icon next to Reorder Sections and drag the sections of your choice. Turn off Reorder Sections to continue creating your template. 
  4. Click + Add References to attach files from your computer for additional inspection item details.
  5. Click Update to save your changes.

See Also