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  • Templates

Templates

What are templates, inspections, and reports?
This article explains the relationship between templates, inspections, and reports.
Create templates
Learn more about templates and how to build them from scratch via the web app and the mobile app.
Template response types
Take a look at the different types of responses available to you when building 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.

Basic editing

  • Convert images and PDF forms into templates
  • Create templates
  • Template response types
  • Add or delete questions in templates
  • Add or delete sections

Advanced editing

  • Turn inspection scoring on or off
  • Set up scoring for questions
  • Set up scoring for custom response sets
  • What are logic fields?
  • Add logic fields

Managing

  • What is access?
  • Give template and inspection access to groups and users
  • Manage templates
  • What is the Shared Library?
  • Bookmark or un-bookmark templates
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