Cómo personalizar páginas de título de 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.

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

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

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

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.

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".

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.

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.