Web & Mobile2 min read

Template Management Overview

Learn how to build, manage, and deploy inspection templates in Algus across web and mobile.

What is a Template?

In Algus, a Template is the blueprint for an inspection, audit, checklist, or assessment. It defines the structure of the form, the questions that need to be answered, the logic rules governing those questions, and the final report output.

Templates ensure standardization. Every time a user conducts an inspection using a specific template, they are presented with the exact same format and requirements, ensuring consistent data collection across your entire organization.

The Template Lifecycle

Managing templates in Algus typically follows this lifecycle:

  1. Creation: Start from a blank slate, use the AI Template Builder, or choose a pre-built template from the Public Library.
  2. Drafting & Structure: Build the template using Pages, Sections, and various Question Types.
  3. Logic Configuration: Add conditional logic to show or hide questions based on previous answers.
  4. Testing: Use the Preview feature to test the template and logic before publishing.
  5. Publishing: Make the template available to users.
  6. Access Control: Define which users, groups, or sites have permission to use the template.
  7. Deployment: Send inspection invitations or schedule templates for recurring inspections.
  8. Versioning: Make changes to published templates, creating a new version without affecting historical data.

Platform Capabilities

Select a platform below to see how templates work on Web and Mobile:

Web Application Features

  1. Template Building: Create and edit templates using the drag-and-drop builder, AI assistant, or pre-built library.
  2. Logic & Scoring: Configure smart conditional rules, question dependencies, scoring, and custom report designs.
  3. Publishing & Permissions: Manage access permissions by sites, user groups, or roles.
  4. Schedule Templates: Configure recurring inspection schedules with automated frequencies and assigned inspectors.
  5. Inspection Invitations: Send direct inspection invitations for specific templates to team members or guests.
  6. Conducting Inspections: Conduct web-based inspections directly from published templates.

Getting Started with Templates

If you are new to Template Management, we recommend proceeding in this order:

  1. Template Library - See if a pre-built template fits your needs.
  2. Creating Templates - Learn the basics of manual creation.
  3. Template Structure - Understand Pages, Sections, and Elements.
  4. Question Types - Explore the different ways to collect data.

❓ Frequently Asked Questions

Does updating a published template delete or overwrite historical inspection reports?

No. When you modify and publish a template, a new version is created. Existing historical inspection reports remain locked and linked to the specific version of the template that was active when the inspection was submitted.

Can an inspector edit templates from the mobile app?

No. Template editing and structural configuration are web-only features restricted to users holding Administrator or Template Manager roles. Inspectors on the mobile app can only browse and fill out published templates.