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      Add/Edit Template
      • 14 Jul 2021
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      Add/Edit Template

      • Updated on 14 Jul 2021
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      Article summary

      How to Add/Edit a Template

      You can select Template Details on the Define Templates page to access the Add/Edit Templates page (Figure 1).

      Figure 1

       


      The following fields are available on the Add/Edit Template page:
      Field TypeDescription
      Template NameThe Template Name is the file name given to the template.
      Description The Description field is the name that will appear at the top of the new form. 
      Footer TextThe Footer text will appear at the bottom of a page on the new form.
      Report PartsThe Report Parts determines the content of the new form that will be displayed to the user. The selections available in the Report Parts drop-down list are:
      • Standard
      • Forms and Attachments
      • Attachments Onlyconfig by form - images at inspection
      • Summary Only
      Page OrientationThe Page Orientationfield allows you to select the page orientation for the form. When making a copy of a form, the Page Orientation will be copied from the original form. The Page Orientation can be edited for the new form.
      • Select the Landscape button for landscape page orientation
      • Select the the Portrait button for portrait page orientation
      Include FrequenciesThe Include Frequencies checkbox allows you to set the frequency for the form. When making a copy of a form, the Include Frequencies settings will be copied from the original from (Figure 6). The Include Frequencies setting can be edited for the new form. If there are no frequencies for the for, leave the Include Frequencies checkbox unselected.
      The Section Frequency field allows you to determine the frequency of a section within the form. The available selections for Section Frequency are:
      • Always
      • Daily
      • Weekly
      • Monthly
      • Quarterly
      • Semi-Annual
      • Annual
      • 2 Year
      • 3 Year
      • 4 Year
      • 5 Year
      • 10 Year
      • Serviced
      Report OutputThe Report Output field allows you to set the format for the report. The Report Output selections available are:
      • 1 Column
      • 2 Columns
      • Fillable PDF

      What is a Custom Form?

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