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Gérer les modèles liés aux types d'actions

Apprenez à gérer les modèles liés pour les types d'actions à partir de l'application 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.

Gérer les modèles liés à un type d'action

  1. Log in to the web app.

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

  3. Click Icône des paramètresParamètres on the upper-right of the page.

  4. Click Modifier le type 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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