- Using SafetyCulture
- Templates (editing)
- Customize template title pages
Customize template title pages
Learn how to customize template title pages via the web app and the mobile app.
What are template title pages?
A template title page is the first page users see when they conduct inspections and view inspection reports. Title pages are a great way to capture essential details, giving you high-level context to inspection results. As part of customizing your template's title page, you can also create a naming convention for inspections that are conducted using the template.
What you'll need
You can't rename your template's title page. If you want to rename template title pages, please let us know by submitting your feedback.
Take note
We recommend having no more than eight questions on a title page to avoid crowding on each report's front page.
If you want to further shape how your inspection reports look, you can add report logos and create report layouts.
Published changes made to templates only apply to new inspections moving forward.
Title page
Each template comes with response types that can only be used on the title page to help capture high-level information:
Response type | Description |
|---|---|
This field allows you to link a site to an inspection. | |
Person | This field auto-populates with the name of the user starting an inspection. |
Inspection date | This field auto-populates with the date and time an inspection was started. Depending on the use case, it can be set up to capture either just the date or the time. |
This field automatically indexes each inspection conducted from the same template with document numbers. Depending on the use case, it can be set up to follow a customized alphanumeric numbering system. For example, "AUDIT000001","AUDIT 000002", "AUDIT000003". | |
Inspection location | This field auto-populates with the location address and coordinates based on the device's location. Please note that location access is required. |
This field allows you to select an asset you want to link with an inspection. |
Customize a title page
Select Templates from the menu on the left-hand side.
Click the template and select Edit template in the side panel.
Customize the title page accordingly.
Click Publish on the upper-right of the page to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Open the mobile app.
Tap Inspections at the bottom of your screen.
Select the Templates tab at the top of your screen.
Tap the template and select
Edit template from the pop-up options.Customize the title page accordingly.
Tap Publish on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
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