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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:

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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