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Edit questions in templates

Learn how to edit questions in your templates via the web app and the mobile app.

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

You can build your templates using other response types, such as text answer, number, and media.

Edit a question

  1. Log in to the web app.

  2. Select Templates iconTemplates  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 edit.

  5. Double-click the question's text field to begin editing the question label.

  6. Press enter or return on your keyboard.

  7. 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 icon mobileInspections at the bottom of your screen.

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

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

  5. Double-tap the question to begin editing the question label. This should reveal the keyboard.

  6. Tap enter or return on your keyboard.

  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.

Frequently asked questions

You might not have the required access level to the template. You can reach out to your colleague and request "Conduct, edit" or a higher access level. If you have "Platform management: Permissions" permission, you can also gain full access to all templates and inspections by assigning yourself "Override permissions: Manage all data" permission.

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