Shared Inspection Templates allows HQ admins to create and manage standardized inspection templates that are accessible to all sub-companies and locations within their company.

Enable Shared Inspection Templates

Select the Settings icon in the bottom left corner. Select Inspection Templates under the Data Sharing section.

Select Set Up.

Review the shared inspection data that will be Company Managed vs. Location Managed by default. Select Next.

Inspection template data that is company managed include:

• Name
• Internal Note
• Inspection Items

Inspection template data that is location managed include:

• Attachments
• Inspection Item Description/Outcome

Review the company locations that will receive shared inspection templates created by the HQ company. Locations can still manage their own local inspection templates in addition to shared inspection templates. Select Enable.

Toggle off to disable shared inspection templates at any time. If disabled, inspection templates will no longer be created in HQ or shared with locations. Previously shared templates will remain available to locations and will be locally managed.

Manage HQ Inspection Templates

Select the Data icon on the left-side navigation bar.

Select Inspection Templates.

Add, view, and edit shared inspection templates

Once an inspection template is created or edited in HQ, it will automatically be transferred to all sublocations.

The inspection templates list at a sublocation will include inspection templates created at both the shop location and HQ. It will also indicate whether the template is shop- or company- owned.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!