Click here to view the "Audit Templates" video


Step #1

Click "Templates"


Step #2

Click "Create Template"


Step #3

Complete the "Identification" section by completing the following fields:

  • Template Name
  • Template ID/Number
  • Revision Level
  • Revision Date
  • Notes


Please do not link an Equipment directly to a template. This is a legacy feature. Instead, link the template to the equipment within its corresponding module.


Step #4

Add a characteristic to the template by entering:

  • Characteristic
  • Operation
  • Tolerance


Select whether the characteristic is optional or requires a signature. 


Step #5

Click "Save" to add the characteristic.

Step #6

Click "Add New Template" to save your progress.


Step #7

Repeat Steps 4 & 5 until all characteristics are added.


Step #8

Click "Approved" to use the template in the Inspection modules.