Settings -> Templates

Objectives

1. Creating and building templates
2. Modifying templates

Templates

1. Creating and building a new template
   a. Template details
   b. Building categories
   c. Building questions

2. Modifying existing templates

Creating and Building a New Template

1. Navigate to Settings -> Templates

2. To create a new template, click ‘Add a Template’ in the upper right-hand corner

3. Fill out template details, including:
   a. Name: Form name
   b. Description: Information relating to the review, only visible in Templates. Typically, date of creation, modification or use case listed here.
   c. Report NAs: If enabled, NA responses marked will show up on PDF Report
   d. AutoNAs: Questions with available NA options can be skipped and Action Card will automatically mark NA response option when submitted, if those questions are left unanswered
   e. Active: If marked, form is available for reviewing
   f. Copy Template From (optional): Copy and update an existing form
   g. Type (Only if Checklists are enabled): Can be a review or checklist
   h. Teams: Which team this template is a part of

4. Click ‘Next’ to proceed

5. Begin building out the form by creating categories.

6. Click on the category to rename, delete or begin adding questions.

7. To add a question, complete the following form fields. Note that some are marked as optional:
   a. Description: Question text, e.g., Are the windows clean?
   b. Helper Text (optional): Additional info or criteria you’d like to provide the reviewer in the review
   c. Response Option: What type of response the question will have
   i. Select One: 1 response is chosen during the review, e.g., Yes or No
   ii. Select Multiple: Multiple responses can be chosen
   iii. Single Line or Paragraph Text: Open text line or box for open-ended responses
   iv. Date and/or Time: Select a date, time or both
   v. Signature: Signature capture
   vi. Numeric: Formatted number field
   vii. Decimal: Formatted number field, to hundredths place
   viii. Money: Formatted money field, to cents
   d. Question Weight (optional): How many points the question is worth; weights are distributed among select one or multiple responses
   e. Responses (only if Select One or Select Multiple):
   i. Click ‘Add a Response’
   ii. Customize response text
   iii. Delete a response by clicking trash can icon
   iv. Response automatically triggers action item by clicking flag icon
   f. Any response creates an Action Item (optional): Any response creates action items
   g. Include an “N/A” response? (optional): Adds a not applicable response; N/A responses do not factor into scoring
   h. Require Attachment (optional): Photo or file is mandatory for question
   i. Report Tags (optional): Attribute available report tags with question

8. Click ‘Save’ to finalize question.

9. Repeat steps 5 – 7 until form is created.

Modifying Existing Forms

1. To modify an existing form’s questions or categories, click the wrench icon in the template list (Settings -> Templates).
2. Modify questions and categories as stated above.
3. To change a template’s details (name, active, autoNA, team, etc.), click the pencil icon and adjust accordingly.