- Using SafetyCulture
- Actions
- Add templates to actions
Add templates to actions
Learn how to add templates to actions via the web app and the mobile app.
This feature is currently in Early Access. If you're interested, please contact our customer support team or your customer success manager to check if your organization is eligible.
Why add templates to actions?
Creating an action allows you to identify and track tasks as a team. Typically, an inspection is needed to conduct a more detailed observation before completing a task. By adding templates to action types, your team can have readily available templates to streamline task completion and ensure that details are captured accurately.
If you have the "Actions: Settings" permission, you can manage linked templates for action types. Once turned on, users creating an action with that action type can add a template and start an inspection directly from the action.
What you'll need
You can add up to 25 templates to an action, one at a time.
Add a template to an action
Select
Actions from the menu on the left-hand side.In the "INSPECTIONS" section, click
Add template.To add more templates, click
on the corner of the section.
In the pop-up window, select a template and click Add.
To preview or remove the template, click
and select 
Preview or 
Remove.
Click Create or Save.
If the action is part of a recurring series, select either This action only or This action and all future actions in this series in the pop-up window, and click Save changes.
Open the mobile app.
Tap
Actions at the bottom of your screen.Scroll down to the "INSPECTIONS" section, tap
Add a template to start an inspection and select the template you want to add.To add more templates, tap
at the corner of the section and select the template.To remove the template, click
at the right side of the template and tap Remove.
Tap Create at the upper-right of your screen or Close at the upper-left.
Frequently asked questions
No, if you don't have access to a specific template, it won’t show up as an option when creating or updating an action.
They will not be able to view the template or any inspections started from the action. Only users with access to the relevant templates or inspections can see and interact with them. However, if you have the "Conduct, edit" template access level at a minimum, you can give template and inspection access to groups and users.
If an added template is archived or deleted, action assignees will no longer be able to start an inspection from that action. To continue using the action, you'll need to remove the archived or deleted template and add a new template.
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