- Using SafetyCulture
- Templates (editing)
- Create and delete sections
Create and delete sections
Learn how to create and delete sections in the Template Editor via the web app and the mobile app.
What are sections?
Sections are groups of questions bunched together. They are a great way to organize questions within your templates to help you and your team progress through inspections easier and improve the reading experience for report stakeholders.
What you'll need
Take note
Deleting a section also deletes any questions nested within.
You can also convert the sections you create into repeat sections, allowing you and your team to repeat the same set of questions as many times as needed in a single inspection.
Published changes made to templates only apply to new inspections moving forward.
Create a section
Select Templates from the menu on the left-hand side.
Click the template and select Edit template in the side panel.
Select the question where you want to insert the section.
Click
Section on the left-hand side.This creates a new section below with a question nested within. You can also click
Add section at the bottom of the page to add a new section.Start typing to name the section.
Add new questions or drag and drop existing ones into the section.
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 on 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.Select the question where you want to insert the section.
Tap
Section at the bottom of your screen.This creates a new section below with a question nested within.
Start typing to name the section.
Add new questions or drag and drop existing ones into the section.
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.
Delete a section
Select Templates from the menu on the left-hand side.
Click the template and select Edit template in the side panel.
Select the section you want to delete.
Click
on the right-hand side to delete the section.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 on 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.Select the section you want to delete.
Tap
on the right-hand side.Select
Delete from the dropdown menu.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.
Frequently asked questions
If you've personally made the change using the Template Editor, you may be able to restore the template using the "Undo" button on the upper-right of your page or screen. Alternatively, if you have an inspection conducted using the template in its original state, please contact our customer support team for assistance.
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