How to Edit a Template from the Library
To edit a template that already exists in your library:
Navigate to the Library: Go to the “Library” tab and find the template you want to edit.
Select ‘Edit’: Click on the template and select “Edit.”
Modify the Fields: Add or remove fields, change field types, or update the instructions as necessary.
Save Your Changes: Once you’ve made the edits, save the updated template. You can overwrite the original or create a new version if you want to keep both.
Note:
Some templates may be locked and cannot be edited. These templates are used for regulatory compliance inspections, such as Site Monitoring or CACFP inspections. To maintain accuracy and compliance requirements, these templates are locked so that only InspectU Super Admins can make changes.
All other templates in your library can be edited as needed to match your organization’s workflow.