To Create a Site Inspection Template requires 3 things:
Create a Location
Create a Location with a Checklist
Create a Inspection Template with Locations with Checklists
This article will go through what each section looks like and explain which fields require lists to be populated and their location.
Create a Location
To Create a Location go to Inspector > Inspection Editor > Click Manage Locations
Adding Locations
"Locations" that were created in the Location Tag List section will appear in this list.
Otherwise to create a location by clicking + Add
Create a Location with a Checklist
Once the Location has been created click the + Add Template button to add the Checklist Template to the location.
Details
Fill out the details of the location template
Checklist Items
Click on What to do.. to expand the Checklist Item, fill out the information and if required click the Plus to add another Checklist Item.
Answers
there are 3 options for a Checklist Item, "Pass", "Fail" and "N/A". They are customisable so change the text if required.
Asset
If the inspection is related to a particular asset, it can be linked in the Link to asset section.
An Article on creating assets can be found here
Create a Inspection Template with Locations with Checklists
To Create a Inspection Template once the Locations with Checklists have been created, go to Inspector > Inspection Editor > Click + New Template
Details
Fill in the Details of the Site Inspection Template and click Next
Location
Next choose a location and press the Plus to add to the Template. Note that only locations with checklists will be visible. Once selected it will provide a list of all locations selected. Once all locations are selected click Next
Review
Review shows all information about the Site Inspection Template as well as the Check List items associated with each location. When everything is correct click Save
The Inspection Template will now appear in Inspector > Start an Inspection