Template Overview

A template is a task, or a form (or checklist) that is set up in advance for inspections and other tasks that require documentation during the life cycle of your projects.

You can use templates to standardize your organization’s form and data capturing process. For example, if your projects always require a safety tour, you can create a safety tour template, so the same safety tour form is used for every project. This leads to capturing the same data from project to project, and to reporting that is clear, concise, and meaningful. At the same time, should your project have unique requirements for a safety tour, you can customize your template for your specific project needs.

The Templates Manager is the storehouse for all your template forms. You access the Templates Manager from your Module landing page.

Overview – Templates manager

	Title	Description
1	Filters	Search for a template by keyword or filter down your templates by selecting the appropriate category and/or organization.
2	Form or Task toggle	Toggles between each the Form and Task templates, per module.
3	Template status	Each template has a status: Published – available to fill out via web or mobile device Draft – being built and not yet available for use to fill out Inactive – not drafts, but available to activate when needed Selecting a status option filters to only templates with that status.
4	Template form	Provides key information about the template, including: form name and ID, associations, creation date, time and author, and version. When hovered over, options appear to delete the form (if it is a draft) or to edit, copy, or deactivate the form (if it is published).
5	Available on mobile device	This option visually identifies if a template is available on a mobile device. [Shown as the column “Mobile” when in the List View for Tasks.]
6	Favorites	This option filters to templates tagged as favorites
7	List or Card view toggle	Click this icon to view templates in list or card view.
8	Create new form or task	Click this button to launch the Form Builder or Task Builder page, where you can create a new template form or task.

Templates manager page view

Each template form or task shows important information including:

• Name and description of the form or task

• Associations
• Availability on mobile device
• Creation date, time, and author
• Version
• Status
• Favorite selection icon

Versioning

A new version is created when a draft is published. Even if no information has changed on the template. Once it enters a draft status and that draft is published it will move to the next version.

Favorites

You can select the favorite icon at the right-end of the card to mark the template as a favorite.

Additional Options

When you hover over a template in card view, additional options appear for the form or task. For draft templates, a delete option appears.

For published templates, options appear to either edit, copy, or deactivate the form or task.

Filters

The left panel of the Templates manager contains a search bar to look up templates by keyword, as well as filtering lists to narrow down your template list.

You can filter by categories and organization. Check the boxes in the categories to filter the view to show the templates associated with your selection.

Favorites

When you select the Favorites icon at the top right of the page, it filters your view to the templates you marked as favorites. This is a quick way to filter to the templates you use most often.