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Cómo personalizar páginas de título de plantillas

Aprenda a añadir páginas de plantilla a través de la aplicación web y la aplicación móvil.

¿Qué son las páginas de título de las plantillas?

Una página de título de la plantilla es la primera página que los usuarios ven cuando realizan inspecciones y ven informes de inspección. Las páginas de título son una excelente manera de capturar detalles esenciales y le brindan un contexto de alto nivel para los resultados de la inspección. Como parte de la personalización de la página de título de su plantilla, también puede crear una convención de nomenclatura para las inspecciones que se realizan con la plantilla.

When you’re editing your template’s title page, consider the following best practices:

Unique title page response types

Each template comes with response types that can only be used on the title page to help capture high-level information:

Sites

This field allows you to link a site to an inspection to easily track and organize inspections captured across your organization.

A title page in an inspection showing sites on the mobile app

Person

This field auto-populates with the name of the user starting an inspection, making it easy to identify who conducted the inspection.

A title page in an inspection showing 'Person' on the mobile app

Inspection date

This field auto-populates with the start date and time of the inspection, providing an accurate log for tracking and auditing. Depending on the use case, it can be set up to capture either just the date or the time.

A title page in an inspection showing an inspection date on the mobile app

Document number

This field automatically indexes each inspection conducted using the same template with document numbers, ensuring traceability and compliance for more efficient audits and reviews. Depending on the use case, it can be set up to follow a customized alphanumeric numbering system. For example, "AUDIT000001","AUDIT 000002", "AUDIT000003".

A title page in an inspection showing a document number on the mobile app

Inspection location

This field auto-populates with the location address and coordinates based on the device's location to accurately track where inspections occur. Please note that auto-populating requires device location access for the SafetyCulture app.

A title page in an inspection showing an inspection location on the mobile app

Asset

This field allows you to select an asset you want to link with an inspection. This ensures that data is consistently associated with the same assets and makes asset management and maintenance more efficient.

A title page in an inspection showing an asset on the mobile app.

Company

This field allows you to select a company you want to link with an inspection. This ensures that data from pre-qualification forms is consistently collected and accurately attributed to the right company for contractor compliance monitoring.

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