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How to create a Site Inspection Template

Learn how to create an inspection template for a specific site using two different methods. You can either build a template manually by adding questions, or import a template in bulk using a CSV file.

This article covers how to:


From the homepage, click the Settings (gear icon) in the top-right corner. From the left-hand menu, select Inspection Templates, then click on the Site Templates tab.

There are two ways to create an inspection template for a specific site.

Option 1: Create an Inspection Template Manually

  1. Click Create Inspection Template.

  2. Enter the required details:

    1. Title

    2. Description

    3. Select a site

  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, select a site and upload your CSV file.


    Note: If you do not select a site, the inspection will be created as a template at a company-level (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.

Option 3: Create an Inspection Template by Importing From Another Site

  1. Click Import Tasks in the top-right corner and select Import from another site from the drop-down menu.

  2. Select the source site, template and destination site.

  3. Preview the Inspection questions to import.
    Review the list and uncheck any questions that are not required for the destination site.

  4. Click Next in the bottom-right corner.

     

  5. Review the final list of questions being copied and click Next to complete the import.
  6. A notification will appear once the questions have been successfully imported. Click Done in the bottom-right corner to finish.