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To be able to create a structured inspection template, you need to have the role Onsite Inspect - Data Administrator or Onsite Inspect - System Administrator.

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When you are in one of these perspectives you have a new administration menu;

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  1. Ensure you have either the Onsite Inspect - Data Administrator or System Administrator perspective selected.

  2. Select Administration / Inspection Templates.

  3. Click on the Add Inspection Template button.

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    Enter the details of the template. When you click Save you will receive the following message;

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    If you tick Work is Allowed this means that the items will follow the same workflow as a standard inspection.
    If you tick, the Terms and Conditions are Required? option you can then supply a URL to your terms and conditions.

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You can define as many groups as you require.

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Adding Items to a Group

When you click on the hyperlink for the group, you will be taken to the group's screen where you can add the required items.

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When you have finished adding items to the group, you can click on the inspections ‘breadcrumb' to go back to the inspection screen.

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Defining submission details

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To make changes to a published template, you will need to create a new version;

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Note

Any inspections added will use the latest published version of the template that was available at the time the inspection was created.

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