Save a Completed Report as a Template

You're able to add pre-filled item values into your templates so you no longer have to fill out the same information in every report. Here is the step-by-step process to do this so you can save time when completing future reports. A video tutorial is also available.

Here are the Steps

1. Within the app, tap New Inspection
   
   
2. Tap the template that you'd like to use to create the sample report.
   
   
3. Complete the information that you typically add to all or most of your reports.
   
4. When finished adding the information that you want to use for your future reports, tap Perform Inspection.
   
   
5. Tap Edit/Edit Fields in the upper right corner.
   
6. Tap Report Options.
   
   
7. Tap Save As A Template.
   
8. Tap Overwrite This Template.
   
9. In the pop-up asking "Keep Values?", tap Yes.
   By choosing Yes, every time you open this template to start a new inspection, these items will be pre-selected and you no longer have to fill in the items every time.

The template will successfully save and will be available for future use with your pre-selected items.

If you have other templates that you use for different types of inspections, you can complete steps 1-9 again and save pre-filled information for those templates as well.