How to create or edit an inspection template and its questions
How to create or edit an inspection template and its questions. Owner, Office Manager and Safety Inspector can edit templates.
The steps, written out
- On Inspection templates press New template (it starts inactive with one sample question), or open an existing one.
- Fill Name, Category, Frequency (days), Applies to scaffold type, Active and Description.
- For each question set Section, Answer type (Pass / Fail / N/A, Yes / No, Text, Number, Photo, Signature), OSHA reference, Severity if failed, Required, Fail creates defect, and the Question (English) and Question (Spanish).
- Use ▲ ▼ to reorder, Add question for more and Remove question to delete one.
- Press Save template. Tick Active so inspectors see it.
Tip
Duplicate makes an inactive copy to adapt.