How to create an Inspection Template

• Create an Inspection Template Manually

• Create an Inspection Template via CSV Import 

From the homepage, select Inspections from the navigation bar at the top of the page.
You will be taken to the Inspection Allocations page.

There are two ways to create an inspection template.

Option 1: Create an Inspection Template Manually

1. Click Create Inspection Template.
   

2. Enter the required details:

   1. Title

   2. Description

3. Click Save to create the inspection.

4. In the Inspections window, begin building the template by adding questions:

   1. Click Add Question

   2. Enter the question

   3. Select the appropriate question type from the drop-down menu

   4. Click Save

5. To organise the template into groups:

   1. Click Add Group

   2. Move the desired questions into the group by dragging and dropping

Option 2: Create an Inspection Template via CSV Import

1. Click Import Tasks and select Import from CSV file from the drop-down.
   
   
   

2. On the Inspection Template Import page, upload your CSV file.
   
   Note: Do not select a site if you want to create a company-level template (this allows the template to be used across all sites).
   

3. Preview the questions to be imported:

   1. Deselect any questions you do not want to include

   2. Click Next

4. Review the questions and click Next to complete the import.

For help formatting the CSV file correctly, visit the Formatting Your CSV File for Inspection Template Import article.