In this article, you will learn how to edit inspection templates from the desktop Inspections app.
How to Edit Template Details
Please note that only the creator of an inspection and users with titles above the creator’s can edit or delete that template.
1. From the desktop Inspections app, click on the Settings page button.
2. Click the Details link in the Actions column to the right.
3. From the Update Inspection page, you can change the template name, details, assign a department, and edit other inspection details.
4. When all edits have been made, click the green Update Inspection button.
How to Edit Inspection Items
1. From the desktop Inspections app, click on the Settings page button.
2. Click on the Items link in the Actions column to the right.
3. From your Items page you can add new categories, subcategories, and items to your inspection template. To add new items, select a category from the dropdown, then click the green + New Item button.
4. To edit an existing line item, hover the mouse beside the department name and click the Edit link.
5. Click the green Save Changes button when done.
How to Copy Inspection Templates
1. From the desktop Inspections app, click on the Settings page button.
2. Click on the Details link in the Actions column to the right.
3. Then, from the Details page, click Copy Template to the right of the template details.
4. The copied template will appear. Make the necessary changes and click Update Inspection.
