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Personalised template layout for inspections

Related products: Inspections

It would be helpful to be able to create different layouts for templates so that I can complete the questions in an order that best suits me.

Let’s say we have a standard template that is used across many different locations, that all need the same questions. The standard template might work fine in most locations, but if I need to move around to different places to complete questions, I would have to scroll back and forth to find the right question to answer and to check that I haven’t missed any.

If it was possible to reorder the questions in a template just for me or my team to a way that fits the way we work, I could just do them one by one and it’d be much simpler.

This wouldn’t change how it looks in the final report.

Thanks!

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! 

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