How to Create Templates in InspectU

Overview

Templates are the foundation of inspections and checklists in InspectU. This article walks you through how to create Checklist templates from scratch.

Navigating to Templates

• Log in to your InspectU dashboard.
• Click Templates in the navigation bar.

You’ll land on the Manage Templates page.

• Select Checklists, then click Create Template.

Tip: You can also access the Library using the Go To Library button in the top-right corner to browse pre-built templates that can be imported into your organization.

Step 1: Basic Settings

This step captures the core information about your template.

• Template Name (required): Enter a clear, descriptive name.
• Select Organization (required): Choose the organization this template belongs to.
• Description for Library: Provide a short description (if adding to the Library).
• Thumbnail: Upload an image or PDF to visually represent the template.
• Categories (required): Assign categories for easier filtering and organization.
• Instructions for Completing the Checklist (required): Add guidance for users before they begin.
• Submission Instructions: Add a message shown before submission.
• Attachments: Upload reference files (PDF or images, max 10 MB each).

Checklist-specific options:

• Disable Signature (optional): Turn off signature requirement if not needed.
• Lock Template (optional): Restrict editing to prevent accidental changes.

Once complete, click Next Step.

Step 2: Building the Template (Steps & Questions)

This is where you structure your checklist.

Adding Steps

Each template is divided into steps to organize content logically.

To add a step, click Add New Area.

Each step includes:

• Step Name: Example: “General Information,” “Food Safety,” “Corrective Actions”
• Duplicate Step: Copy an existing step
• Remove Step: Delete the step and its questions

Adding Questions

Within each step, click Add New Area to add a question.

Options include:

• Question Title: Example: “Is the site following proper procedures?”
• Instructions (optional): Additional guidance for users
• Type of Response:

A preview section shows how the question will appear.

Click Add Question or Update Question to save.

Reordering Questions

Use the up/down arrows to adjust the order of questions within a step.

Saving the Template

Once all steps and questions are complete, click Create Template or Update Template.

Your checklist template will now be available for use.

Managing Existing Templates

From the Templates page, each template includes:

• 👁 View — Preview the template
• ✏️ Edit — Make changes
• ⬇ Archive — Remove from active use (can be restored later)

Tips

• Plan your steps before building
• Use categories to stay organized
• Lock finalized templates to prevent edits
• Check the Library before creating from scratch
• Use duplicate steps to save time