- Utiliser SafetyCulture
- Modèles (modification)
- Personnaliser les pages de titre du modèle
Personnaliser les pages de titre du modèle
Comment personnaliser les pages de titre de modèles via l'application Web et l'application portable ?
Que sont les modèles de pages de titre ?
La page de titre d'un modèle est la première page que les utilisateurs voient lorsqu'ils effectuent des inspections et affichent des rapports d'inspection. Les pages de titre sont un excellent moyen de saisir les détails essentiels, en vous donnant un contexte précis pour les résultats de l'inspection. Dans le cadre de la personnalisation de la page de titre de votre modèle, vous pouvez également créer une convention de nommage pour les inspections effectuées à l'aide du modèle.
When you’re editing your template’s title page, consider the following best practices:
Include no more than eight questions on a title page to avoid crowding on each report's front page.
Consider setting up the inspection title format for your inspections' naming convention.
Depending on the information you want to capture on the title page, consider using logic fields to capture or show information based on responses.
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.
Person
This field auto-populates with the name of the user starting an inspection, making it easy to identify who conducted the inspection.
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.
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".
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.
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.
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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