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- Getting started
- Getting started with templates
Getting started with templates
Take a look at everything to do with templates in SafetyCulture (formerly iAuditor) and learn how to build and manage templates.
Templates are the foundation of your SafetyCulture experience. They define your team's daily workflow, structure how your reports look, and shape how the data your team captures is presented. With SafetyCulture, you can create templates with our intuitive Template Editor and customize responses to capture the information you need!
This article aims to get you familiarized with everything to do with templates in SafetyCulture by showing you how to build and manage templates.
What you'll need
It's also possible to create templates on the mobile app, but we recommend building templates via the web app for the best experience.
Create a template
This section takes you through the steps of creating a template via the web app, covering some of the basics.
Select Templates from the menu on the left-hand side.
Click Create on the upper-right corner of the template list.
On this page, you have the following options to create a new template:
Blank template: Create a new template from scratch.
Create using AI: Describe your template’s purpose in a few words. Then, we’ll use a third-party AI provider to generate suggested questions as a starting point for your template. Please note that this option is currently only available in English.
Upload and convert form: Upload an existing document to be converted into a SafetyCulture template. You can check out some of the sample documents for this feature.
Find & customize a template from the Public Library: Search from the hundreds of thousands of free templates available on our Public Library, created and shared by the SafetyCulture team and users like yourself. Learn how to download templates from the Public Library and upload templates to share with other SafetyCulture users.
Click Blank template to create a new template, ready to be edited.
In the Template Editor, there are several ways to customize your template to suit your needs. If you want to see how your template works in action, you can view and interact with the real-time "Preview" pane on the right-hand side.
Click Untitled template on the upper-left of the page to change the template's title. This is the title your team can search for to conduct inspections. You can always come back to change the template's title.
Click Add a description on the upper-left of the page to describe the template. This helps your team understand the template's purpose.
The title page's information can be displayed on the front of the report page and dynamically used as a naming convention for inspections. The title page cannot be deleted.
Start adding questions on the "Inspection" page, where you can select the most appropriate type of response for each question. If you have a list of questions in an external document, you can copy and paste them into the template.
To streamline the inspection experience, you may want to organize your questions into sections and pages.
Depending on your template's context, you may want to use logic fields for situational questions and repeat sections for recurring ones.
Set up scoring in the template to track your team's performance over time.
Click Report on the top of the page.
On this page, you have the following options to customize the template's inspection reports:
Add a logo to brand your inspection reports. You can always come back to update the logo.
Create a naming convention for your inspections.
Create report layouts to specify what information you want to display and omit, and set up email templates to be used when your team sends reports via the mobile app.
Click Build on the top of the page, then 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
There is virtually no limit to what you can create with the Template Editor! You can check out our support articles to find out what more you can do with templates. If you need inspiration for new templates, you can always see what's available in the Public Library or contact our customer support team for tips and advice.
Manage a template
This section takes you through the steps of managing a template via the web app, covering some of the basics. Whilst it's also possible to manage templates on the mobile app, we recommend managing templates via the web app for the full set of options.
Select Templates from the menu on the left-hand side.
On this page, you have the following options to manage a template:
Edit template: Start editing the template.
Manage access: Provide your team access to the template and set up rules to automatically give inspection access. You can check out the four key questions to consider when it comes to access rules.
View inspections: View all inspections conducted with the particular template.
Duplicate template: Duplicate or copy the template to use for a new template you may want to build.
Archive template: Archive and delete templates you no longer need,
Bookmark: Bookmark the template for easy access via the web app and the mobile app.
Move to folder: Move templates to folders for easy access, either by your frequency of usage or the type of work you're doing.
Upload to Public Library: Upload the template to the Public Library. If the template has been uploaded to the Public Library, you have the option to remove it from public view.
Get QR code: Create QR codes for your team members to scan and start inspections easily on their mobile devices.
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