The Library contains ready-made templates for inspections and logs. You can add these templates to your organization instead of creating everything from the beginning.

Opening the Library

Select Library from the left navigation menu.

Choose the type of template you need:

• Inspections
• Logs

Finding a Template

Browse the available templates or use the search tools to narrow the list.

You can:

• Select a category.
• Enter a template name.
• Select Search.

Each template includes a name, category, and short description.

Previewing a Template

Before adding a template:

1. Select View.
2. Read the description.
3. Review the included sections, questions, or fields.
4. Open or download any attachments, if available.

Previewing helps you make sure the template meets your needs.

Adding a Template

1. Select Add Template.
2. Wait for the confirmation message.
3. Go to the Templates page to find and manage it.

Inspection templates appear under Templates. Log templates appear under Log Templates.

Important: Templates Are Not Active Yet

Adding a template does not automatically create an inspection or log.

• An inspection template must be scheduled before someone can complete it.
• A log template must be used to create an active log before users can record entries.

After adding a template, you can review and customize it for your organization.