Templates

78 articles

Bookmark or unbookmark templates

Learn how to bookmark and unbookmark templates via the web app and the mobile app to quickly access the templates you use most.

Bulk copy and paste questions

Learn how to copy and paste multiple questions at once in the Template Editor via the web app and the mobile app.

Bulk edit questions

Learn how to bulk edit questions in the Template Editor via the web app and the mobile app.

Calculate scoring for multiple choice responses

Learn how to calculate multiple-choice response scoring via the web app and mobile app to automatically total response values and measure performance.

Check my template access levels

Learn how to check your templates' access levels via the web app and mobile app to see who can edit or delete them or conduct inspections using those templates.

Convert Excel, images, and PDF forms into templates

Learn how to convert Excel, image, and PDF forms into templates in SafetyCulture via the mobile app to reuse existing forms and reduce manual setup.

Copy template access rules

Learn how to copy existing access rules to a new template via the web app, so you can quickly replicate who can conduct inspections and view results without setting up rules from scratch.

Create advanced template and inspection access rules

Learn how to create advanced access rules for templates and inspections via the web app.

Create and share template collections

Learn how to create and share template collections in the Shared Library via the web app.

Create calculation response questions

Learn how to add calculation formulas to your templates and understand why calculation response questions are useful via the web app and the mobile app.

Create custom response sets

Learn how to create custom response sets in the Template Editor via the web app and the mobile app.

Create location response questions

Learn how to create location response questions via the web app and the mobile app.