Mastering templates
Your own templates
In Templates → My templates, New template opens the builder. Edit opens one of yours in it, and Copy starts a new template from one (a library template too).
- Give it a name, then group the questions in sections: "Fire exits", "Kitchen".
- Add a question and choose how it is answered: pass / fail / N/A, an answer set, choices, text, a number with its unit and limits, a slider, a date or a time, photos, a signature, the location, a barcode — or an instruction to read.
- Write each question as a short, checkable statement: "Exit signs are lit". Add help where the inspector needs to know how to check.
- Mark a question critical when a finding there must fail the inspection.
- Move questions and sections by dragging their handle, or with their arrow buttons.
- Language of the texts lets you write the same template in another language; a text left empty shows in the template's own language.
- Answer sets — Good / Fair / Poor, Safe / At risk, an audit's Compliant / Minor / Major — come from the library or are made here, each answer with its colour, score and whether it is a finding.
- Show this question only when… makes a question (or a section) appear only after an earlier answer: "when the exits are Fail".
- A question's weight sets how much it counts; the pass mark turns the score into passed or failed.
- Report settings: its language, a cover page, only the findings, photos per row, and boxes to sign at the end.
Send (the share button on a template) makes a file of it for a colleague; Open a template file adds one you received. A file is checked before anything is kept, and one changed by hand or not made by Inspeclr is refused.
The preview shows the template as the inspector will answer it; nothing answered there is kept. Save makes a new version: an inspection already started keeps the version it began with.
Open Inspeclr