Personalised template layout for inspections

Hi Brett thank you so much for sharing your idea. Allowing even more flexibility in terms of template layouts could be a great way for different front line worker groups to execute their workflows more effectively. 

We have run into that situation as well.  Here are some ideas:

1. Create “best practice” templates after seeing good use cases and merging the best ideas into a single template for each use case.  These are then shared to the primary person at each site. The sample best practice templates are all in a “Samples” folder to keep them organized. If a site likes that template and wants to adopt it, I make them a copy and set them as the owner, then remove them from that sample.  This allows them to adjust the template how it best fits for their environment.
2. We have a few templates that are a single copy that all sites use, but we limit that to situations where it is critical that we can roll up data companywide, as well as perform the same way. 
3. We are exploring, for a few use cases, creating site-specific copies of some templates but will not give them access to edit the template. This will allow us to make some adjustments for their site but not allow them to change the core structure and questions.

Ultimately, we see it as each site’s responsibility to meet the requirements their site has and entrust the work to their management team. Having their own templates allows them to make it work for their team, and most results are not necessary to look at outside their site anyway.

Thanks for sharing Corey!