A template is the foundation of each report. Every new report you begin will always start with selecting the template that you’d like to use to create your checklist. Just like with reports, as we move forward in your setup, and as you continue working in and becoming more familiar with your account, you’ll see that you have a lot of customization options within your templates. For now, we’ll just stick to the basics.
This is the third step to getting your account up and running successfully.
- Step 1: Setup your Account
- Step 2: Working with Reports
- Step 3: Understanding Templates
- Step 4: Understanding and Using Comments
- Step 5: Understanding and Using Photos
In this step you’ll learn how to add templates to your account, access and modify them.
What’s a Template?
A template in Tap Inspect can be thought of as your blank inspection form. It contains a list of items grouped in sections that make up the basic structure of the inspection report that was discussed in Working with Reports. Each new inspection report is created from a template.
You can have as many different templates as you need in your account, to keep you prepared for all of the different inspection types that you may complete. We’ve provided you with several default templates to add to your account. You’re able to modify any of those templates, however you choose, or you can begin with a blank template and create your own from scratch.
Templates can be managed directly within the app. Just tap the ‘+’ sign in the upper right corner. This will display the list of templates available in your account. From this location you can add a new template to your account, or choose to edit an existing template.
Any time you’d like to make updates that should appear in all of your future reports, you’ll want to modify your template. This will save the changes and make them available for all future reports that use the template.
You have the ability to change section names, add or delete sections, add text to the bottom of the page, change your Report Summary Options, and more. Keep in mind that your templates will likely be a work in progress as you get started with Tap Inspect.
We’ve found that, rather than trying to create the perfect template in advance, you might want to continue to make the adjustments that you need as you’re conducting your first several inspections. This will help you get things set up in a way that flows for you while you’re at your job. You can always save a completed report as a template for use in the future.
Now that you know how to access and update your templates, let's move on to Step 4: Understanding and Using Comments