I am often frustrated that you can’t change a template so that changes come into an inspection that has already started. But:
I am doing a template for an Inspection and Test Plan (ITP). We want signatures from our operators and customer representatives at some hold points. We might want to add extra items as we go. So I made a very simple template like the first attachment. A key point is the tick box in “Repeat this section”.
From past experience, we know customers who have over-the-top requirements for sign-offs start to relax them when they see they have a comprehensive photographic record. So you will see most items have a star against them to show they cannot be skipped.
Now the clever bit:
We start an actual but fake inspection where we make a whole lot of items and give them a task name, details of what is needed, and mark off as Hold or Witness. And no more. And save the inspection with “pseudo-template” in the name.
Every time we want to do a real ITP, we copy the Pseudo-template (actually an inspection, see the 2nd attachment), enter contract specific details, and start taking photos and adding signatures.
Cute?
What I would also like, but I don’t think is possible: Force a page break after each item.
