A Template references which Sections, and Items are to be used to begin an Inspection, and the default order in which they are displayed. Templates also reference the default number of Sections, and Items to be used (For example: 2 Bedrooms, 2 Baths). Additionally Templates reference a default Descriptor for Each Item. Templates are stored in a Library. Content changes made to the Library will affect all Templates within that Library (For example: If a Section, or Item is deleted from the Library, it will also be deleted from all the Templates for that Library).
Click LIBRARIES in the upper-right corner of the software. Once you enter the Libraries section, you will see two tabs: LIBRARIES and TEMPLATES. In the LIBRARIES Tab you will see 5 panes: LIBRARIES, AGREEMENTS, SECTIONS, and ITEMS. In the Templates Tab you will also see 5 panes: LIBRARIES, TEMPLATES, SECTIONS, and ITEMS.
Template screen shot shown below.
In order to view the Items for a Section just click on the section. Below you can see the section Grounds highlighted in green displaying all of its corresponding Items to the right. To make a Section or Item active select the box next to the applicable Section or Item, then select the "Done" button at the bottom of the Section or Item list. To make them inactive uncheck the Item or Section, and then select "Done".
Viewing/Expanding a Template and its Elements
Click LIBRARY in the upper-right corner of the software. Once you enter the Libraries section, you will see two tabs: LIBRARIES and TEMPLATES. Click TEMPLATES.
Duplicating a Template
You will see the template copy appear.
Adding a New Template
To add a new Template, click add Add Template at the bottom of the Templates pane.
Deleting a Template
Click the delete icon to the right of the name of the Template that you wish to delete.
Click the edit icon to the right of the Template name.