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.