Question Templates

Login to the Excel Plugin and select your project.

Select the Generate Question Template Worksheet.

In the Type column, specify the applicable checklist type by selecting the Type drop-down.

Then, select either checklist or preservation.

• If the project has the Preservations module enabled, it shows as an option in the drop-down menu.

  

• If the project does not have the Preservations module enabled, checklist is then the only option in the drop-down menu

  

• If left blank, the template can be used in both modules.

Enter the values from the Checklist Template tab in your Config Book into the Question Template worksheet.

It is best practice to always include a revision number to the Template Name. This will serve an important role in the Register the Checklist Template Classes step-by-step.

Select Import Question Templates

Make the appropriate selections based on the values expected by the application.

If the headers in the worksheet match the information in the Question Template Tool, the values then autofill.

Publish the pending changes.