Add Company Level Inspection Templates to Your Project
Objective
To add company level inspections templates to your project.
Things to Consider
- Required User Permissions: 'Admin' level permissions on the project's Inspections tool.
- Once a company template is copied to your project, it becomes a project template, which may be modified without affecting the company template from which it originated.
Prerequisites
Steps
- Navigate to your project's Inspections tool.
- Click the Configure Settings icon
.
- Click the Templates tab.
Note: For more information on configuring your advanced settings, see Configure Advanced Settings: Inspections. - Click the Import Company Templates button.
Note: This button will be disabled if you have not first Created a Company Level Inspection Template. - Click the checkbox next to one or many company inspection templates to use on this project.
Note: To narrow your options down, filter templates by Type or Trade by clicking the Add Filter drop-down. Only templates that you haven't added to your project will appear here for you to select. - Click Import Templates.
Note: Project templates may be modified here throughout the duration of the project, but changes will only be reflected on project inspections that are created from the modified template.