Creating Templates
Learn how to create inspection templates using different methods and configure basic template information.
Getting Started
Accessing Template Management
- Navigate to the Templates section from the main menu
- You'll see a list of all templates in your organization
- Use the tabs to switch between active and archived templates
Creating Templates
Template Creation Methods
Three Ways to Create Templates:
Start from Scratch
- Manual creation with full control
- Step-by-step template building
- Custom question configuration
Use AI Assistant
- AI-powered template generation
- Natural language input
- Industry-standard suggestions
- Real-time chat interface
Use from Library
- Select from existing templates
- Duplicate and modify
- Template sharing across organization
Basic Template Information
Required Fields
- Title: Template name (defaults to "Untitled template")
- Description: Template purpose and scope
- Image: Optional template thumbnail
Template Properties
- Document Number Format: Custom numbering system
- Total Score: Maximum possible score
- Template Owner: User responsible for the template
- Status: Draft or Published
Pro Tip
Start with a clear template title and description to help users understand the purpose and scope of the inspection.
Best Practices
Template Design
- Clear Naming: Use descriptive template names that indicate the inspection type
- Detailed Description: Explain what the template is for and when to use it
- Appropriate Scoring: Set realistic total scores based on the number and importance of questions
- Owner Assignment: Assign templates to users who will maintain and update them
Creation Workflow
- Start with AI: Use AI assistant for initial structure, then customize as needed
- Library First: Check existing templates before creating new ones
- Draft Status: Keep templates in draft status until fully tested
- Version Control: Use versioning to track changes and improvements
Troubleshooting
Common Issues
Template Not Saving
- Check required fields are filled
- Verify you have proper permissions
- Check network connection
- Clear browser cache
AI Assistant Not Working
- Ensure you have AI features enabled
- Check your internet connection
- Try refreshing the page
- Contact support if issues persist
Library Templates Not Available
- Check template sharing permissions
- Verify template status is published
- Contact template owner for access
- Check organization settings
Next Steps
Now that you understand how to create templates, explore these related topics:
- Template Structure: Learn how to organize templates with pages, sections, and questions
- AI Template Builder: Master the AI assistant for faster template creation
- Question Configuration: Configure different question types and properties
- Template Editing: Use the visual builder to modify existing templates
Need Help?
Can't find what you're looking for? Our support team is here to help you create effective templates.