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Gestionar plantillas vinculadas para tipos de acción

Aprenda a gestionar plantillas vinculadas para tipos de acción a través de la aplicación web.

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.

By default, organizations can't add templates to actions or start inspections directly from an action unless they turn on the option to link templates to an action type.

Gestionar plantillas vinculadas para un tipo de acción

  1. Log in to the web app.

  2. Select Actions iconAcciones from the menu on the left-hand side.

  3. Click Icono de configuraciónAjustes on the upper-right of the page.

  4. Click Editar tipo on the right-hand side of the action type.

  5. Scroll down to the "LINK" section and turn "Inspections" on or off. image

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