- Using SafetyCulture
- Templates (managing)
- Manage templates
Manage templates
Learn how to maximize the Templates feature and streamline your organization's processes in SafetyCulture via the web app and the mobile app.
What are 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 Templates feature and customize responses to capture the information you need!
What you'll need
Manage a template
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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