- Using SafetyCulture
- Templates (editing)
- Manage the site question in templates
Manage the site question in templates
Learn how to manage the "Site conducted" question in templates via the web app and the mobile app.
Why manage the "Site conducted" question?
When sites are added to your organization, each new template comes with a required question on the title page by default, labeled "Site conducted". However, we understand that linking inspections to your sites may not always be necessary. That's why we've made it possible to remove, rename, reorder, or even choose whether the question is required or not in your templates, just like any other type of question.
What you'll need
Take note
Responses for the "Site" question can be managed via the Sites feature.
To replace the terminology of "sites" with an alternative that's more relevant to your use case, you can customize your organization's site labels.
Published changes made to templates only apply to new inspections moving forward.
Manage the site question in a template
Select Templates from the menu on the left-hand side.
Click the template and select Edit template in the side panel.
Go to the "Title Page" and make sure it's expanded.
Select the Site conducted question.
From here, you can:
Move the question by dragging
on its left-hand side.Remove the question by clicking
on its right-hand side.Rename the question by double-clicking it and adjusting accordingly.
Mark or un-mark the question as required by checking or unchecking the "Required" box at its lower-left corner.
You can also manage your organization's sites by clicking Manage sites
below the question. Please note that this requires the "site management" permission.
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.
Tap the template and select
Edit template from the pop-up options.Go to the "Title Page" and make sure it's expanded.
Tap the Site conducted question.
From here, you can:
Move the question by holding and dragging
on its left-hand side.Remove the question by tapping
and selecting Delete.Rename the question by tapping it once more and adjusting accordingly.
Mark or un-mark the question as required by tapping
and checking or unchecking the "Required" box.
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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