- Using SafetyCulture
- Issues
- Link templates to issue categories
Link templates to issue categories
Learn how to link templates to issue categories via the web app and mobile app to help streamline the resolution process of a reported issue.Why link templates to issue categories?
Linking templates to an issue category makes your selected templates available directly in any issue that belongs to that category. When a safety incident is reported, the right inspection template is already available in the issue, so your team can start an inspection right away. Without this, inspectors have to search for templates manually, which can cause delays and lead to inconsistent follow-ups. Linking templates ensures the right inspection gets done every time and keeps your resolution process consistent across your team.
You can pre-select up to 25 templates to link to an issue category.
Link templates to an issue category
Select
Issues in the sidebar or select it in 
More.Select Categories at the top of the page.
Click
on the right-hand side of the category and select 
Edit.In the Workflow tab, go to the "Linked templates" section.
Click
Link templates if you're linking a template for the first time. If the template is already linked, click
Edit.Search and select the templates you want to link to the issue category. Then, click Done.
Click Save.
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