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Add or delete questions in templates

Learn how to add or delete questions in your templates via the web app and the mobile app.

Why add or delete questions?

Questions are the foundation of your template editor experience. They help shape the templates that fit you and your team's workflow. With SafetyCulture, you have complete control over what you need in your templates. You can add new questions with different template response types or delete questions that are no longer needed.

Take note

Published changes made to templates only apply to new inspections moving forward.

Add a question

  1. Log in to the web app.

  2. Select Templates from the menu on the left-hand side.

  3. Click the template and select Edit template in the side panel.

  4. Select where you want to insert the new question.

  5. Click Plus iconQuestion on the left-hand side to add a question. You can also click Plus iconAdd question at the bottom of the page to add a question. Add a question in the template editor via the web app.Add a question | Templates, web

  6. Start typing to label the question and click the down arrow on the right-hand side to select its type of response.

  7. ClickPublish 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.

  1. Open the mobile app.

  2. Tap Inspections at the bottom of your screen.

  3. Select the Templates tab at the top of your screen.

  4. Tap the template and select Edit iconEdit template from the pop-up options.

  5. Select where you want to insert the new question.

  6. Tap Plus iconQuestion at the bottom of your screen.

  7. Start typing to label the question and tap the down arrow below the question label to select its type of response.

  8. 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.

  1. Open the mobile app.

  2. Tap Inspections at the bottom of your screen.

  3. Select the Templates tab at the top of your screen.

  4. Tap the template and select Edit iconEdit template from the pop-up options.

  5. Select where you want to insert the new question.

  6. Tap Plus iconQuestion on the left-hand side to add the question.

  7. Start typing to label the question and tap the down arrow on the right-hand side to select its type of response.

  8. 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.

If you delete a question from a template, creating the same question afterward won't link it to the previous question in any way. In addition, you won't be able to efficiently track the response frequency for that question using inspection breakdowns in Analytics.

Delete a question

  1. Log in to the web app.

  2. Select Templates from the menu on the left-hand side.

  3. Click the template and select Edit template in the side panel.

  4. Select the question you want to delete.

  5. Click image on the right-hand side to delete the question. Delete a question in the template editor via the web app.

  6. 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.

  1. Open the mobile app.

  2. Tap Inspections at the bottom of your screen.

  3. Select the Templates tab at the top of your screen.

  4. Tap the template and select Edit iconEdit template from the pop-up options.

  5. Select the question you want to delete.

  6. Tap image on the right-hand side and select Delete iconDelete to delete the question.

  7. 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.

  1. Open the mobile app.

  2. Tap Inspections at the bottom of your screen.

  3. Select the Templates tab at the top of your screen.

  4. Tap the template and select Edit iconEdit template from the pop-up options.

  5. Select the question you want to delete.

  6. Tap image on the right-hand side to delete the question.

  7. 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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