Adding An Equipment Report Template

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Step #1

Click here to access the “Equipment” sub-menu.


Step #2

Click here to access “Report Templates”.


Step #3

Click here to create a “Report Template”.


Step #4

Enter a “Name” for your template.


Step #5

Enter a “Identifier” (Optional).


Step #6

Select the type of equipment associated.


Step #7

Select an existing template to clone (Optional).


Step #8

Select form elements you would like to add.


Step #9

Hover over and click “Edit”.


Step #10

Select whether this field will be required or optional.


Step #11

Rename the “Yes/No” question.


Step #12

Change the option labels (Optional).


Step #13

Add more options (Optional).


Step #14

Note:


Step #15

Hover over and click “Edit”.


Step #16

Select whether this is required or optional,


Step #17

Rename the “Date Field”.


Step #18

Enter “Help Text” to describe the field further.


Step #19

Hover over and click “Edit”.


Step #20

Select whether this is required to complete the report.


Step #21

Select whether you want this checkbox to toggle or display normally.


Step #22

Rename the checkbox.


Step #23

Add “Help Text” to further explain what the inspector should be looking for.


Step #24

Hover over and click “Close” to save your changes.


Step #25

Hover over and click “Edit”.


Step #26

Select whether this is a required field.


Step #27

Rename the “Checkbox Group”.


Step #28

Add “Help Text” to describe the checklist further for its users.


Step #29

Enter the name for the options.


Step #30

If you want to add more options click here (Optional).


Step #31

You can remove this option by click here (Optional).


Step #32

Hover over and click “Edit”.


Step #33

Select whether this step is required or optional.


Step #34

Rename the “Radio Group”.


Step #35

Enter “Help Text” to further explain the radio group.


Step #36

Rename the options.


Step #37

Click here to create the template.